[
  {
    "id": "comm-01",
    "function": "marketing/content",
    "title": "Buffer's search-led tutorial production",
    "summary": "A writer explains how search research becomes a reviewed tutorial and distributed content.",
    "steps": [
      "Select keywords and inspect search intent and competition",
      "Build headings and gather supporting material",
      "Expand the outline with examples and visuals",
      "Proofread, request peer edits, and revise",
      "Preview in Ghost and schedule publication",
      "Adapt key points for social channels and newsletter",
      "Record pageviews and signups"
    ],
    "quality_checks": [
      "Peer review",
      "CMS preview",
      "SEO-focused posts receive another optimization check"
    ],
    "context_constraints": [
      "Small distributed content team"
    ],
    "exceptions": [
      "The writer warns that this public peer-editing arrangement may not suit larger teams"
    ],
    "pattern_ids": [
      "P02",
      "P03"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-02",
    "function": "marketing/content",
    "title": "Ahrefs page-by-page content audit",
    "summary": "The audit diagnoses content performance and identifies appropriate improvements rather than treating every low-traffic page alike.",
    "steps": [
      "Assess business and search potential",
      "Compare actual traffic with plausible potential",
      "Check overlapping pages and distinct purposes",
      "Compare topic coverage and originality",
      "Inspect on-page factors and links",
      "Consider conversion improvements",
      "Record an appropriate action"
    ],
    "quality_checks": [
      "Use a comparable competitor when the top result is an unbeatable official page",
      "Avoid deletion without confidence"
    ],
    "context_constraints": [
      "SEO-oriented audit; estimates are uncertain"
    ],
    "exceptions": [
      "Necessary pages can remain useful despite weak search performance"
    ],
    "pattern_ids": [
      "P06",
      "P07"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-03",
    "function": "marketing/content",
    "title": "GOV.UK independent publishing review",
    "summary": "A draft enters an independent editorial gate with a recorded reason for the change.",
    "steps": [
      "Preview the rendered draft",
      "Record requester and reason in an internal note",
      "Submit for second review",
      "Explicitly send the editor a draft link",
      "Receive publication or rejection outcome",
      "Revise rejected content and resubmit"
    ],
    "quality_checks": [
      "Rendered preview",
      "Second editor review"
    ],
    "context_constraints": [
      "Whitehall Publisher and editor permissions"
    ],
    "exceptions": [
      "Submission does not automatically notify a reviewer",
      "Rejected content returns to draft"
    ],
    "pattern_ids": [],
    "assignment_status": "unmapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-04",
    "function": "marketing/content",
    "title": "Mailchimp single-variable email experiment",
    "summary": "The procedure sends controlled message variants and determines which should reach the remaining audience.",
    "steps": [
      "Choose audience and one variable",
      "Create variations",
      "Choose test allocation, success metric, and duration",
      "Prepare and preview messages",
      "Resolve pre-delivery checklist issues",
      "Send or schedule",
      "Inspect results or apply automatic selection",
      "Send the winner to remaining recipients"
    ],
    "quality_checks": [
      "For content tests, use clicks rather than opens",
      "Preview",
      "Allow response time"
    ],
    "context_constraints": [
      "Tool and plan constraints; small tests may provide weak evidence"
    ],
    "exceptions": [
      "Send-time tests use the whole audience",
      "No interactions and ties have documented default selections"
    ],
    "pattern_ids": [
      "P09",
      "P03"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-05",
    "function": "marketing/content",
    "title": "Anthropic's AI-assisted responsive ad copy",
    "summary": "A marketer combines campaign context, reusable constraints, and human iteration before exporting ad copy.",
    "steps": [
      "Invoke the custom responsive-ad command",
      "Supply campaign data, existing copy, and keywords",
      "Apply brand, product-accuracy, and ad-format skills",
      "Generate alternatives",
      "Refine headlines with the marketer",
      "Export campaign fields, headlines, and descriptions to CSV",
      "Manually review before upload"
    ],
    "quality_checks": [
      "Character validation",
      "Product accuracy guidance",
      "Manual final review"
    ],
    "context_constraints": [
      "Internal marketer with contextual expertise; vendor self-report"
    ],
    "exceptions": [
      "The first generation can be unsuitable and needs iterative refinement"
    ],
    "pattern_ids": [
      "P03"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-06",
    "function": "marketing/content",
    "title": "Buffer's AI-assisted glossary construction",
    "summary": "The team used a reusable prompt to scaffold glossary entries and then invested in human enrichment.",
    "steps": [
      "Develop a term-outline prompt",
      "Generate basic entry outlines",
      "Use outlines as foundations",
      "Edit entries extensively",
      "Add useful resources"
    ],
    "quality_checks": [
      "Human accuracy review is a team-wide policy",
      "Human editing and added resources"
    ],
    "context_constraints": [
      "Content-team practice as reported in 2024"
    ],
    "exceptions": [
      "Team policy rejects AI-only final social posts and unverified AI research"
    ],
    "pattern_ids": [
      "P03"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-07",
    "function": "product",
    "title": "Basecamp's shaped project pitch",
    "summary": "A bounded proposal makes a project discussable without prematurely specifying its final design.",
    "steps": [
      "Explain the problem",
      "State the time appetite",
      "Show the proposed solution with rough annotated visuals",
      "Record hazards and exclusions",
      "Post for asynchronous reading",
      "Collect missing information and challenges before the decision meeting"
    ],
    "quality_checks": [
      "Annotations make rough sketches understandable",
      "Colleagues challenge holes"
    ],
    "context_constraints": [
      "Decision occurs later at the betting table; pitch comments are not approval"
    ],
    "exceptions": [
      "Live presentation remains possible when pre-reading fails"
    ],
    "pattern_ids": [
      "P03",
      "P08"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-08",
    "function": "product",
    "title": "Intercom's RICE prioritization review",
    "summary": "Product options are compared using explicit estimates rather than enthusiasm alone.",
    "steps": [
      "Estimate reach over a shared period",
      "Rate impact",
      "Assign confidence",
      "Estimate effort",
      "Calculate reach \u00d7 impact \u00d7 confidence / effort",
      "Sort options",
      "Revisit surprising estimates",
      "Document justified deviations"
    ],
    "quality_checks": [
      "Reconsider implausibly high or low scores"
    ],
    "context_constraints": [
      "Scores depend on estimates and comparable time periods"
    ],
    "exceptions": [
      "Dependencies and essential customer requirements can justify out-of-order work"
    ],
    "pattern_ids": [
      "P07"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-09",
    "function": "product",
    "title": "GitLab's shared-responsibility issue routing",
    "summary": "Cross-cutting issues receive a tentative owner followed by negotiated ownership rather than repeated silent reassignment.",
    "steps": [
      "Understand the issue and request clarification if necessary",
      "Assign the best-fit group",
      "Have that group assess fit and priority",
      "Ask another group to accept ownership when appropriate",
      "Coordinate shared work or justify closure",
      "Escalate unresolved disagreements"
    ],
    "quality_checks": [
      "Explain reassignment reasoning",
      "Receiving team agrees before relabeling"
    ],
    "context_constraints": [
      "Distributed product and engineering ownership"
    ],
    "exceptions": [
      "Shared-responsibility work may need collaboration",
      "Peers may disagree on value, severity, or ownership"
    ],
    "pattern_ids": [
      "P04",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-10",
    "function": "product",
    "title": "GOV.UK service-retirement transition",
    "summary": "Retirement is planned around continuing user needs and alternate access paths.",
    "steps": [
      "Determine whether and where the need persists",
      "Coordinate with successor teams",
      "Explain changes and next steps to users",
      "Notify API users early",
      "Reach assisted-digital users through their channels",
      "Plan redirects",
      "Maintain information-protection arrangements"
    ],
    "quality_checks": [
      "Account for direct, API, and assisted access"
    ],
    "context_constraints": [
      "Government-service context; data handling follows applicable organizational policy"
    ],
    "exceptions": [
      "Some users will still visit the old address",
      "API clients may need substantial lead time"
    ],
    "pattern_ids": [
      "P11",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-11",
    "function": "product",
    "title": "Autodesk's template-grounded AI product draft",
    "summary": "A technical PM supplies established templates and context so AI drafts can be reviewed for substance.",
    "steps": [
      "Load a custom template",
      "Add PDFs, presentations, and previous specifications",
      "Generate a structured first draft",
      "Iterate on the draft",
      "Review the underlying ideas",
      "Use the product narrative before engineering architecture discussions"
    ],
    "quality_checks": [
      "The customer reports template adherence; the source does not document a separate fidelity test or mandatory gate",
      "Human refinement of ideas"
    ],
    "context_constraints": [
      "Cross-business-unit platform team; vendor-selected customer account"
    ],
    "exceptions": [
      "Earlier general-purpose tools reportedly drifted or resisted corrections"
    ],
    "pattern_ids": [
      "P02",
      "P03"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-12",
    "function": "product",
    "title": "Product Talk opportunity-to-assumption discovery",
    "summary": "A team links an intended outcome to observed needs, alternative solutions, and tests of their risky assumptions.",
    "steps": [
      "Establish customer hypothesis, outcome, and initial interviews",
      "Map observed opportunities",
      "Select a target opportunity",
      "Generate solutions",
      "Choose three alternatives",
      "Identify and prioritize assumptions",
      "Test risky assumptions across alternatives",
      "Refine, replace, or abandon options"
    ],
    "quality_checks": [
      "Do not invent opportunities without interviews",
      "Keep revising the map as interviews continue"
    ],
    "context_constraints": [
      "Continuous discovery; several initial interviews are prerequisites, not a sufficient final sample"
    ],
    "exceptions": [
      "Evidence may justify abandoning an entire target opportunity"
    ],
    "pattern_ids": [
      "P01",
      "P07",
      "P09"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-19",
    "function": "leadership/strategy",
    "title": "Atlassian DACI decision record",
    "summary": "A decision has an explicit coordinator, decision-maker, contributors, and affected audience.",
    "steps": [
      "Create a question-centered shared document",
      "Assign a driver and one approver",
      "Identify contributors and informed parties",
      "Record context, evidence, criteria, and options",
      "Gather input",
      "Assign remaining information tasks",
      "Have the approver decide",
      "Record and share the outcome"
    ],
    "quality_checks": [
      "Separate contributor input from final authority",
      "Record reasons for future reference"
    ],
    "context_constraints": [
      "Requires a person with legitimate decision authority"
    ],
    "exceptions": [
      "Contributors can be consulted together or individually"
    ],
    "pattern_ids": [
      "P02",
      "P07",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-20",
    "function": "leadership/strategy",
    "title": "Atlassian project premortem",
    "summary": "Participants anticipate project threats and enabling conditions, then convert selected concerns into commitments.",
    "steps": [
      "Prepare project-specific prompts",
      "Silently generate possible failures and successes",
      "Group similar contributions",
      "Vote on threats",
      "Vote on success factors",
      "Discuss leading topics and mitigations",
      "Assign owners and dates",
      "Save and recap commitments"
    ],
    "quality_checks": [
      "Quantify time or cost where available",
      "Every commitment gets an owner and deadline"
    ],
    "context_constraints": [
      "Small-group workshop before or during a project"
    ],
    "exceptions": [
      "Prompts can be customized",
      "Remote and in-person variants"
    ],
    "pattern_ids": [
      "P08",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-21",
    "function": "leadership/strategy",
    "title": "Nesta theory-of-change construction",
    "summary": "A team articulates how activities are expected to produce a desired change.",
    "steps": [
      "Describe the problem and audience",
      "Identify an engagement entry point",
      "Sequence practical activities",
      "State measurable near-term effects",
      "Connect effects to wider benefits and long-term goals",
      "Expose assumptions behind the links"
    ],
    "quality_checks": [
      "Make effects specific and evidence-based",
      "Surface assumptions for testing"
    ],
    "context_constraints": [
      "Charity, public-service, and innovation planning"
    ],
    "exceptions": [
      "No explicit exception branch described"
    ],
    "pattern_ids": [],
    "assignment_status": "unmapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-22",
    "function": "leadership/strategy",
    "title": "Outcome Harvesting for strategic learning",
    "summary": "Evaluators work backwards from observed changes to investigate plausible program contributions.",
    "steps": [
      "Agree intended uses and questions",
      "Review documents and draft outcome descriptions",
      "Engage knowledgeable informants to correct and extend descriptions",
      "Independently substantiate selected outcomes",
      "Classify and interpret the evidence",
      "Discuss use with intended users"
    ],
    "quality_checks": [
      "Observable changes",
      "Independent knowledgeable sources",
      "Open questions beyond planned outcomes"
    ],
    "context_constraints": [
      "Participatory and context-adapted method; contribution is investigated rather than assumed"
    ],
    "exceptions": [
      "Emergent and unintended outcomes are included",
      "Sampling varies with the harvest"
    ],
    "pattern_ids": [
      "P02",
      "P05"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-23",
    "function": "leadership/strategy",
    "title": "Zapier's AI proposal pressure-test",
    "summary": "An executive assistant's custom GPT gives proposal authors a first review.",
    "steps": [
      "Supply strategy, strong examples, and decision norms",
      "Submit a draft",
      "Flag gaps and tradeoffs",
      "Return prioritized edits and a coaching question"
    ],
    "quality_checks": [
      "Context-based comparison"
    ],
    "context_constraints": [
      "Internal Zapier practice"
    ],
    "exceptions": [
      "Human coaching remains available"
    ],
    "pattern_ids": [
      "P03",
      "P08"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "comm-24",
    "function": "leadership/strategy",
    "title": "Zapier's source-grounded strategy companion",
    "summary": "Employees query a curated strategy notebook.",
    "steps": [
      "Collect strategy documents, transcripts, and team plans",
      "Ask role-specific questions",
      "Receive cited synthesis",
      "Maintain the source collection"
    ],
    "quality_checks": [
      "Inspect citations and consequential interpretations"
    ],
    "context_constraints": [
      "NotebookLM-based internal access"
    ],
    "exceptions": [
      "Stale documents require removal"
    ],
    "pattern_ids": [
      "P02"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-FIN-01",
    "function": "finance",
    "title": "GitLab balance-sheet reconciliation",
    "summary": "Assigned preparers substantiate balances; separate reviewers certify them.",
    "steps": [
      "Assign accounts and separate reviewers",
      "Sync period-end NetSuite balances",
      "Inspect activity and identify differences",
      "Attach support and sign off",
      "Review completeness and accuracy",
      "Repeat preparation and review if balances change"
    ],
    "quality_checks": [
      "Preparer differs from reviewer"
    ],
    "context_constraints": [
      "US GAAP; monthly or quarterly cadence"
    ],
    "exceptions": [
      "Zero balances may auto-sign",
      "Changed balances invalidate sign-off"
    ],
    "pattern_ids": [
      "P05"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-FIN-02",
    "function": "finance",
    "title": "GitLab supplier-invoice intake",
    "summary": "Invoice processing depends on vendor setup, complete evidence and an appropriate purchase-order route.",
    "steps": [
      "Confirm ZIP vendor onboarding",
      "Check invoice fields and approved PO",
      "Resolve missing PO with internal owner",
      "Route eligible non-PO request separately",
      "Obtain approvals before payment run"
    ],
    "quality_checks": [
      "Invoice required; quotation insufficient",
      "PO balance check"
    ],
    "context_constraints": [
      "ZIP and NetSuite; scheduled payment runs"
    ],
    "exceptions": [
      "Over-tolerance amounts may need FP&A approval or PO change"
    ],
    "pattern_ids": [
      "P04",
      "P05"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-FIN-03",
    "function": "finance",
    "title": "Houston bank-to-ledger reconciliation",
    "summary": "Bank differences are classified before correction requests and certification.",
    "steps": [
      "Obtain monthly statements",
      "Compare bank, financial and departmental records",
      "Separate timing differences from adjustment items",
      "Request bank corrections or accounting entries",
      "Prepare and review formal reconciliation",
      "Retain the report"
    ],
    "quality_checks": [
      "Dated preparer and management certification"
    ],
    "context_constraints": [
      "Institutional bank accounts; monthly close"
    ],
    "exceptions": [
      "Outstanding items remain tracked to resolution"
    ],
    "pattern_ids": [
      "P05"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-FIN-04",
    "function": "finance",
    "title": "State Tech journal-entry approval",
    "summary": "An accounting adjustment is supported and checked by a second person.",
    "steps": [
      "Prepare entry and description",
      "Print and initial",
      "Attach purpose-supporting evidence",
      "Submit to separate approver",
      "Approver checks support, amounts, accounts and debit-credit treatment",
      "Approver initials"
    ],
    "quality_checks": [
      "Separate preparer and approver",
      "Amounts tie to support"
    ],
    "context_constraints": [
      "Business office; knowledgeable reviewers"
    ],
    "exceptions": [],
    "pattern_ids": [
      "P05"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-FIN-05",
    "function": "finance",
    "title": "FinOps cost-anomaly investigation",
    "summary": "Unexpected spend is investigated using granular usage and ownership data.",
    "steps": [
      "Compare current usage with expectations",
      "Create and route alerts",
      "Analyze and categorize anomalies",
      "Investigate responsible scope",
      "Adjust usage, revise expectations or acknowledge explanation",
      "Document resolution"
    ],
    "quality_checks": [
      "Inspect subcategories rather than aggregates alone"
    ],
    "context_constraints": [
      "Requires usable allocation and accountability metadata"
    ],
    "exceptions": [
      "Planned launches can produce false positives"
    ],
    "pattern_ids": [
      "P06",
      "P04"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-FIN-06",
    "function": "finance",
    "title": "Morgan Stanley meeting-to-CRM debrief",
    "summary": "Debrief converts consented meeting recordings into notes and reviewable follow-ups.",
    "steps": [
      "Capture Zoom recording with client consent",
      "Generate notes and draft follow-up actions",
      "Advisor review before finalization and automatic CRM integration are both reported; their relative order is unspecified"
    ],
    "quality_checks": [
      "Meeting-type evaluation datasets test action-item capture"
    ],
    "context_constraints": [
      "Whisper and GPT-4; advisor oversight"
    ],
    "exceptions": [
      "Unspecified"
    ],
    "pattern_ids": [
      "P02",
      "P03"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-ENG-01",
    "function": "engineering/IT",
    "title": "PagerDuty NTP incident recovery",
    "summary": "A clock-drift incident escalated after runbook recovery did not resolve it.",
    "steps": [
      "Validate automated recovery and runbooks",
      "Declare major incident",
      "Assemble dependent-service owners",
      "Try recovery options methodically",
      "Rotate responders",
      "Change NTP configuration",
      "Verify recovery with every service owner",
      "Assign postmortem before closing"
    ],
    "quality_checks": [
      "Service-owner recovery confirmation"
    ],
    "context_constraints": [
      "Incident dated 2017-10-06; multi-team response"
    ],
    "exceptions": [
      "Novel recovery needed beyond runbooks"
    ],
    "pattern_ids": [
      "P06",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-ENG-02",
    "function": "engineering/IT",
    "title": "PagerDuty evidence-linked postmortem",
    "summary": "A named owner constructs an evidence-linked account and reviewed follow-up actions.",
    "steps": [
      "Assign owner and schedule review",
      "Reconstruct timeline from incident records",
      "Link timeline items to evidence",
      "Analyze cause and customer impact",
      "Review draft with participants",
      "Discuss disagreements and actions",
      "Create prioritized tickets",
      "Communicate findings and close document"
    ],
    "quality_checks": [
      "Evidence for timeline assertions",
      "Participant review"
    ],
    "context_constraints": [
      "Major SEV-1/2 incidents"
    ],
    "exceptions": [
      "Document closure does not mean action tickets are resolved"
    ],
    "pattern_ids": [
      "P02",
      "P06",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-ENG-03",
    "function": "engineering/IT",
    "title": "Amazon two-phase protocol rollout",
    "summary": "Predeployment compatibility tests precede a prepare-then-activate production transition.",
    "steps": [
      "Prerequisite: verify mixed-version upgrade and rollback in a production-representative test environment before rollout",
      "Prepare readers for both formats",
      "Verify every server received preparation",
      "Allow a bake period",
      "Activate new-format writing",
      "Retain old-format reading until backfill completes"
    ],
    "quality_checks": [
      "Every-host verification",
      "Predeployment mixed-version and downgrade tests in a representative test environment"
    ],
    "context_constraints": [
      "Distributed persistent state; source includes hypothetical XML/JSON illustration and actual DynamoDB coordination"
    ],
    "exceptions": [
      "Cannot safely roll back both phases after new writes"
    ],
    "pattern_ids": [
      "P11",
      "P09"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-ENG-04",
    "function": "engineering/IT",
    "title": "Mozilla defect triage",
    "summary": "Incoming defects acquire severity and ownership without losing unresolved information requests.",
    "steps": [
      "Review incoming component bugs",
      "Request reproduction details when missing",
      "Assign valid severity",
      "Route to the responsible component",
      "Escalate severe misrouted defects",
      "Revisit unanswered information requests and stalled bugs"
    ],
    "quality_checks": [
      "Severity-change rationale",
      "Defects cannot use N/A severity"
    ],
    "context_constraints": [
      "Firefox Bugzilla; daily assessment and weekly triage expectations"
    ],
    "exceptions": [
      "Unanswered minor reports can close incomplete",
      "Stalled cases remain separately marked"
    ],
    "pattern_ids": [
      "P04",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-ENG-05",
    "function": "engineering/IT",
    "title": "GitLab scoped access request",
    "summary": "A ticket captures access scope, approvals and provisioning ownership.",
    "steps": [
      "Check baseline entitlement",
      "Submit system and requested permissions in Compass",
      "Capture required approvals in ticket",
      "Route to provisioning team",
      "Check ticket status and follow up with owner"
    ],
    "quality_checks": [
      "Explicit permission scope",
      "Approval captured in same record"
    ],
    "context_constraints": [
      "Compass; source warns stale-ticket auto-close details are evolving"
    ],
    "exceptions": [
      "Baseline access and some groups are exempt",
      "Production consoles use temporary-access route"
    ],
    "pattern_ids": [
      "P04",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-ENG-06",
    "function": "engineering/IT",
    "title": "Anthropic screenshot-guided cluster diagnosis",
    "summary": "An internal team used dashboard images to investigate unscheduled pods.",
    "steps": [
      "Provide dashboard screenshots",
      "Follow model-guided UI investigation",
      "Find pod-IP exhaustion warning",
      "Obtain commands for adding an IP pool"
    ],
    "quality_checks": [
      "Not reported"
    ],
    "context_constraints": [
      "Kubernetes and Google Cloud"
    ],
    "exceptions": [
      "Unspecified"
    ],
    "pattern_ids": [
      "P06"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-LEG-01",
    "function": "legal/compliance",
    "title": "ICO subject-access response preparation",
    "summary": "Requested records are scoped, searched and checked before secure disclosure.",
    "steps": [
      "Clarify requested scope",
      "Search relevant storage locations",
      "Assess third-party information and redactions",
      "Document withholding reasons",
      "Prepare response in suitable format",
      "Perform final check",
      "Send securely and retain dated record"
    ],
    "quality_checks": [
      "Check redactions cannot reveal hidden text"
    ],
    "context_constraints": [
      "UK privacy context; page explicitly under review after legislative change"
    ],
    "exceptions": [
      "Linked third-party information requires judgment"
    ],
    "pattern_ids": [
      "P02",
      "P03"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-LEG-02",
    "function": "legal/compliance",
    "title": "ICO data-protection impact assessment",
    "summary": "Risk analysis feeds mitigation decisions back into project planning.",
    "steps": [
      "Identify assessment need",
      "Describe processing",
      "Consult relevant stakeholders",
      "Assess necessity and proportionality",
      "Assess risks",
      "Identify mitigations",
      "Record and sign off outcomes",
      "Integrate into plan and keep under review"
    ],
    "quality_checks": [
      "Documented outcomes and sign-off"
    ],
    "context_constraints": [
      "Begins before processing; guidance under review after legislative change"
    ],
    "exceptions": [
      "Process scales with project"
    ],
    "pattern_ids": [
      "P08"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-LEG-03",
    "function": "legal/compliance",
    "title": "Queen's contract-review intake and completion",
    "summary": "Legal review starts with a complete contextual packet and ends with an executed copy.",
    "steps": [
      "Complete required request fields",
      "Provide context and contract attachments",
      "Receive submission confirmation",
      "Respond to legal questions or revisions",
      "Receive readiness-for-signature approval",
      "Submit fully executed contract copy"
    ],
    "quality_checks": [
      "Required fields block incomplete submissions"
    ],
    "context_constraints": [
      "Replacement intake form; signature process separate"
    ],
    "exceptions": [
      "Urgent requests use direct contact"
    ],
    "pattern_ids": [
      "P04",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-LEG-04",
    "function": "legal/compliance",
    "title": "Teachers College conflict-management plan",
    "summary": "Disclosed conflicts trigger layered review and a recorded management plan.",
    "steps": [
      "Receive disclosure",
      "Area designee reviews",
      "Escalate identified conflict to compliance and committee",
      "Committee drafts management plan",
      "Compliance reviews; designee and disclosee sign",
      "Vice President approves",
      "Upload signed plan to Cayuse"
    ],
    "quality_checks": [
      "Multiple designated reviews and signatures"
    ],
    "context_constraints": [
      "College governance; committee-based risk management"
    ],
    "exceptions": [
      "No-interest disclosures close automatically"
    ],
    "pattern_ids": [
      "P04",
      "P08"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-LEG-05",
    "function": "legal/compliance",
    "title": "CWU litigation-hold preservation",
    "summary": "Counsel-scoped preservation overrides routine record disposal until a scoped release.",
    "steps": [
      "Notify counsel of anticipated litigation",
      "Assess risk with coordinator",
      "Issue hold if appropriate",
      "Identify custodians and preservation actions",
      "Distribute notice and track acknowledgments",
      "Implement preservation plan",
      "Circulate counsel's lift notice when concluded"
    ],
    "quality_checks": [
      "Evidence checklist",
      "Follow-up compliance actions"
    ],
    "context_constraints": [
      "Only designated counsel controls hold scope; some source sentences are truncated"
    ],
    "exceptions": [
      "Other holds and retention duties survive release",
      "Data loss escalates to IT/coordinator"
    ],
    "pattern_ids": [
      "P10"
    ],
    "assignment_status": "partial",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "OP-LEG-06",
    "function": "legal/compliance",
    "title": "Anthropic cross-codebase compliance copy change",
    "summary": "Product designers used Claude Code to coordinate a distributed wording change with legal.",
    "steps": [
      "Find occurrences of research-preview wording",
      "Review surrounding copy",
      "Coordinate revisions with legal in real time",
      "Implement updates"
    ],
    "quality_checks": [
      "Legal collaboration reported"
    ],
    "context_constraints": [
      "Internal product-design workflow"
    ],
    "exceptions": [
      "Unspecified"
    ],
    "pattern_ids": [
      "P02",
      "P11"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-01",
    "function": "sales",
    "title": "Prepare and iterate a discovery conversation",
    "summary": "Qualify an opportunity, then develop the evidence needed for a customer-specific value proposition.",
    "steps": [
      "Review existing prospecting information.",
      "Check authority, initiative, fit and timing.",
      "Prepare desired outcomes and sequenced questions.",
      "Probe underlying needs and business impact.",
      "Identify the buying process and stakeholders.",
      "Continue discovery across conversations."
    ],
    "quality_checks": [
      "Avoid premature product positioning."
    ],
    "context_constraints": [
      "Enterprise sales methodology"
    ],
    "exceptions": [
      "Discovery can require multiple meetings."
    ],
    "pattern_ids": [
      "P01"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-02",
    "function": "sales",
    "title": "Maintain a reviewed opportunity plan",
    "summary": "An account executive maintains an opportunity record linking business rationale, closing risks and agreed next actions.",
    "steps": [
      "Record customer problem, urgency and solution rationale.",
      "Add qualification and close-plan details when thresholds apply.",
      "Keep the plan current.",
      "Move obsolete but useful history into activity records.",
      "Manager records dated gaps and assigned next steps."
    ],
    "quality_checks": [
      "Manager review identifies prioritized gaps and owners."
    ],
    "context_constraints": [
      "Salesforce plan length is capped."
    ],
    "exceptions": [
      "Requirements vary with deal size and segment."
    ],
    "pattern_ids": [
      "P02",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-03",
    "function": "sales",
    "title": "Hand off a qualified opportunity",
    "summary": "Sales development transfers a qualified opportunity to an account executive with scheduling and acceptance expectations.",
    "steps": [
      "Establish qualification or agree a mutual plan with the account executive.",
      "Book the initial qualifying meeting with advance notice.",
      "Provide the handoff context.",
      "Account executive accepts the opportunity and records feedback.",
      "Account executive takes ownership of subsequent scheduling."
    ],
    "quality_checks": [
      "Acceptance and feedback are time-bounded."
    ],
    "context_constraints": [
      "Business-hour notice and response windows"
    ],
    "exceptions": [
      "A mutual command plan can address incomplete qualification."
    ],
    "pattern_ids": [
      "P04",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-04",
    "function": "sales",
    "title": "Enrich an inbound lead and attach context",
    "summary": "A vendor walkthrough connects form data, generated sales context and a CRM note.",
    "steps": [
      "Trigger on a form submission.",
      "Map company and request fields into a bounded AI prompt.",
      "Inspect generated context and revise the prompt if needed.",
      "Search the CRM and optionally create a missing contact.",
      "Attach the generated note to the contact.",
      "Inspect the resulting CRM record."
    ],
    "quality_checks": [
      "Test steps and inspect CRM output."
    ],
    "context_constraints": [
      "Connected Typeform, OpenAI and HubSpot accounts in the example"
    ],
    "exceptions": [
      "Missing owner fields require handling.",
      "Failed matching requires revised search criteria."
    ],
    "pattern_ids": [
      "P02",
      "P03"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-05",
    "function": "sales",
    "title": "Analyze sales calls for manager enablement",
    "summary": "Zapier reports using AI analysis of Gong transcripts to expose coaching insights in Tables.",
    "steps": [
      "Use Gong call transcripts.",
      "Analyze transcripts with AI.",
      "Surface insights in Zapier Tables for sales managers."
    ],
    "quality_checks": [],
    "context_constraints": [
      "Sales enablement in an upmarket expansion"
    ],
    "exceptions": [],
    "pattern_ids": [
      "P02"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-06",
    "function": "sales",
    "title": "Find published answers for prospect questions",
    "summary": "A Slack channel retrieves relevant published blog posts for sales questions.",
    "steps": [
      "Post a topic in the search channel.",
      "Agents and workflows use a Zapier table.",
      "Return relevant post links."
    ],
    "quality_checks": [],
    "context_constraints": [
      "Internal sales channel"
    ],
    "exceptions": [],
    "pattern_ids": [
      "P02"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-07",
    "function": "customer service/success",
    "title": "Triage a support request to the right route",
    "summary": "Support checks request type and entitlement before correcting routing and collecting missing diagnostic context.",
    "steps": [
      "Check the ticket form.",
      "Route incorrectly submitted requests through the prescribed macro.",
      "Check free-user eligibility.",
      "Redirect ineligible requests or select the correct account/billing route.",
      "Set category and obtain missing installation/version information."
    ],
    "quality_checks": [
      "Accurate category and environment fields."
    ],
    "context_constraints": [
      "Zendesk forms and support entitlement policy"
    ],
    "exceptions": [
      "Security inquiries have a separate macro.",
      "Free-user billing cases differ from technical support."
    ],
    "pattern_ids": [
      "P04"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-08",
    "function": "customer service/success",
    "title": "Coordinate an account escalation through agreed closure",
    "summary": "A designated owner coordinates a cross-team account problem with explicit exit criteria.",
    "steps": [
      "Choose the escalation owner.",
      "Create or review the escalation case and communication channel.",
      "Specify immediate needs and exit criteria.",
      "Set an internal update cadence.",
      "Maintain next steps, owners and customer updates.",
      "Obtain documented customer and internal agreement before closure."
    ],
    "quality_checks": [
      "Exit criteria and owners stay current.",
      "Both parties agree on resolution."
    ],
    "context_constraints": [
      "Cadence depends on severity; public-sector updates have manual exceptions."
    ],
    "exceptions": [
      "Separate simultaneous issues may require separate escalations."
    ],
    "pattern_ids": [
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-09",
    "function": "customer service/success",
    "title": "Respond to a customer emergency",
    "summary": "On-call support validates an emergency, engages the customer and chooses a recovery path.",
    "steps": [
      "Acknowledge the page.",
      "Check entitlement and business impact.",
      "Contact the customer and communicate the next update.",
      "Collect logs, configuration and recent changes.",
      "Find a recovery or workaround path.",
      "Close, reconvene or seek help according to progress."
    ],
    "quality_checks": [
      "Contact customer before resolving the alert."
    ],
    "context_constraints": [
      "On-call ownership and response obligations"
    ],
    "exceptions": [
      "No customer response can lead to downgrade.",
      "Public incidents may not warrant a call."
    ],
    "pattern_ids": [
      "P06",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-10",
    "function": "customer service/success",
    "title": "Turn customer feedback into prioritized improvements",
    "summary": "A support leader describes linking feedback to cases and combining it with sales observations to prioritize fixes.",
    "steps": [
      "Associate CSAT feedback with CRM case context.",
      "Group feedback by issue and customer segment.",
      "Assess recurrence, urgency and responsible department.",
      "Review recurring pain points with sales directors.",
      "Collaborate on fixes and communicate changes."
    ],
    "quality_checks": [
      "Interpret scores alongside comments and case context."
    ],
    "context_constraints": [
      "Monthly cross-functional review described"
    ],
    "exceptions": [
      "Some feedback is not actionable."
    ],
    "pattern_ids": [
      "P02",
      "P07",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-11",
    "function": "customer service/success",
    "title": "Draft and approve a public incident update",
    "summary": "Support turns an incident form into AI-written status copy, with approval before publication.",
    "steps": [
      "Submit an issue description in Typeform.",
      "Generate copy using team templates and rules.",
      "Request approval in Slack.",
      "Publish approved copy through a webhook."
    ],
    "quality_checks": [
      "Approval precedes publication."
    ],
    "context_constraints": [
      "Typeform, AI, Slack and webhook integration"
    ],
    "exceptions": [],
    "pattern_ids": [
      "P03"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-12",
    "function": "customer service/success",
    "title": "Investigate a service complaint and communicate findings",
    "summary": "A model procedure links investigation evidence, response to affected parties and possible remedies.",
    "steps": [
      "Investigate the complaint.",
      "Discuss findings and proposed action with key parties.",
      "Consider their comments.",
      "Assess impact where something went wrong.",
      "Determine a suitable remedy.",
      "Coordinate a signed written response explaining evidence and outcome."
    ],
    "quality_checks": [
      "Consider comments before final response.",
      "Responsible person or delegate signs."
    ],
    "context_constraints": [
      "Model procedure for NHS organisations; not proof of local implementation"
    ],
    "exceptions": [
      "Remedies vary when direct restoration is impossible."
    ],
    "pattern_ids": [
      "P06",
      "P03"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-19",
    "function": "administration/project coordination",
    "title": "Turn a retrospective into assigned improvements",
    "summary": "A facilitated retrospective elicits team experience and assigns fixes before the next cycle.",
    "steps": [
      "Choose broad discussion questions.",
      "Each person records responses.",
      "Discuss issues together.",
      "Choose improvement actions.",
      "Assign actions to team members.",
      "Aim to complete them before the next retrospective."
    ],
    "quality_checks": [
      "Open atmosphere lets all participants contribute."
    ],
    "context_constraints": [
      "Regular iteration-based meetings"
    ],
    "exceptions": [
      "End-of-phase reviews may include external disciplines."
    ],
    "pattern_ids": [
      "P01",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-20",
    "function": "administration/project coordination",
    "title": "Maintain an evidence-informed roadmap",
    "summary": "Teams collaboratively update a roadmap that connects a service vision to measurable iterations.",
    "steps": [
      "Start with the service vision.",
      "Use research and performance evidence with stakeholders.",
      "Define iteration objectives and progress measures.",
      "Order work using a transparent prioritization method.",
      "Maintain a master version.",
      "Review and update regularly."
    ],
    "quality_checks": [
      "Keep alternate versions synchronized.",
      "Use clear language."
    ],
    "context_constraints": [
      "GDS describes at least quarterly iteration."
    ],
    "exceptions": [
      "Security or political sensitivity can restrict publication."
    ],
    "pattern_ids": [
      "P02",
      "P07",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-21",
    "function": "administration/project coordination",
    "title": "Assemble a decision packet with explicit authority",
    "summary": "A team names decision roles, records evidence and options, and publishes the authorized outcome.",
    "steps": [
      "Define the question in a shared document.",
      "Name the driver and final approver.",
      "Identify contributors and informed parties.",
      "Collect context, factors and options.",
      "Gather input and assign unresolved actions.",
      "Approver decides.",
      "Record and share the outcome."
    ],
    "quality_checks": [
      "Separate contribution from final authority."
    ],
    "context_constraints": [
      "Collaborative decision process, not a majority vote"
    ],
    "exceptions": [
      "Additional analysis may be required."
    ],
    "pattern_ids": [
      "P02",
      "P07",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-22",
    "function": "administration/project coordination",
    "title": "Map dependencies and assign review loops",
    "summary": "A project team identifies affected systems, risks and recurring stakeholder feedback.",
    "steps": [
      "List upstream and downstream systems.",
      "Record owners and impacts.",
      "Independently brainstorm risks, then discuss.",
      "Agree impact levels and mitigations.",
      "Assign owners and stakeholder review cadence.",
      "Share the map for corrections and revisit it."
    ],
    "quality_checks": [
      "Stakeholders can correct omissions.",
      "Every risk has an owner."
    ],
    "context_constraints": [
      "Time-boxed collaborative workshop"
    ],
    "exceptions": [
      "Expand documentation when the worksheet is insufficient."
    ],
    "pattern_ids": [
      "P08",
      "P10"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-23",
    "function": "administration/project coordination",
    "title": "Review a purchase request through an approval queue",
    "summary": "Assigned reviewers examine their part of a purchase request and either decide or ask for missing context.",
    "steps": [
      "Open the assigned request.",
      "Review the relevant approval node.",
      "Complete required subtasks.",
      "Ask stakeholders for additional context when needed.",
      "Approve, reject or request more information."
    ],
    "quality_checks": [
      "Complete node-specific checks before approval."
    ],
    "context_constraints": [
      "Only designated approval roles have decision rights."
    ],
    "exceptions": [
      "Pending approvals can be reassigned.",
      "Out-of-office delegation can route work temporarily."
    ],
    "pattern_ids": [
      "P04"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  },
  {
    "id": "svc-24",
    "function": "administration/project coordination",
    "title": "Audit recent decisions to reduce avoidable delay",
    "summary": "A person reviews recent decisions and clarifies where uncertainty, information or approval habits slowed progress.",
    "steps": [
      "List recent decisions and deferred decisions.",
      "Optionally use AI to scan a bounded work history and draft the table.",
      "Reflect on the source of uncertainty.",
      "Identify repeatable strengths and changes.",
      "Summarize reminders.",
      "Discuss with a manager to clarify future decision rights."
    ],
    "quality_checks": [
      "Review AI output against remembered friction."
    ],
    "context_constraints": [
      "AI is optional and requires access to work context."
    ],
    "exceptions": [
      "Useful after reorganizations or changes in management."
    ],
    "pattern_ids": [
      "P02",
      "P06"
    ],
    "assignment_status": "mapped",
    "coding_basis": "Analyst interpretation of collected source summaries, not independent source re-verification"
  }
]