Opportunity Policies

Why This Exists

This document defines policies that govern Opportunity behavior and event reactions.

Owner

The owner is the Chief Product Officer and Enterprise Architect.

Business Value

Policies create consistent discovery, indexing, matching, deadline tracking, qualification, recommendation, and watchlist behavior.

Policy Catalogue

Policy	Runs when	Decision made	Outputs
Tender Source Intake Policy	New source is added.	Whether source is approved for aggregation.	TenderSourceRegistered.
Tender Deduplication Policy	New tender is discovered.	Whether tender is new or duplicate.	TenderDiscovered or duplicate link.
Tender Indexing Policy	Tender document or record changes.	What fields and requirements are indexed.	TenderIndexed.
Tender Matching Policy	Tender indexed or Organization preferences change.	Whether tender matches Organization.	TenderMatchedToOrganization.
Deadline Risk Policy	Deadline tracked or changed.	Deadline risk level.	TenderRiskAssessed, notification trigger.
Briefing Requirement Policy	Briefing session captured.	Whether attendance affects qualification.	Qualification factor.
Qualification Policy	Match or readiness changes.	Qualification status.	QualificationAssessmentCompleted.
Recommendation Policy	Qualification assessment completes.	Bid, no-bid, watch, or needs review.	BidNoBidRecommendationCreated.
Watchlist Alert Policy	New tender matches watchlist.	Whether to notify customer.	Watchlist match alert.

Policy Flow

flowchart TD
    Discovery[Tender Discovered]
    Dedupe[Deduplication Policy]
    Index[Indexing Policy]
    Match[Matching Policy]
    Qualification[Qualification Policy]
    Recommendation[Recommendation Policy]

    Discovery --> Dedupe
    Dedupe --> Index
    Index --> Match
    Match --> Qualification
    Qualification --> Recommendation

Intelligence Boundary

Intelligence may provide analysis to policies. Opportunity remains responsible for final opportunity state and recommendation records.