| BAS-01Baseline | Capture the unchanged association state before any testWithout mutating a record, document the categorical creation path, automatic-association setting and scope, excluded-domain state, matching-company count, current associations, primary company, and relevant Record Sources. | The starting relationship, writer candidates, settings, timestamps, and unknowns are explicit. | Sanitized categorical notes, generic Record Sources, association history, and same-timezone timestamps | Stop if the creation path, in-scope records, matching-domain count, or primary-company state cannot be established without exposing CRM data. | Not run |
| POS-01Positive | One eligible business domain matches one existing companyOnly in a separately approved sandbox or with fictional records, use one new contact category, one exact matching company domain, no exclusion, and the documented automatic-association setting. | The fictional contact is associated with the one matching company; association history supplies the source and timestamp. | Setting snapshot, one-company match, before/after association state, generic source, and timestamp | Stop on an unexpected company creation, second match, external send, production record, or unrelated property change. | Not run |
| NEG-01Negative | A documented blocker prevents automatic associationUse only a separately approved fictional control representing one blocker: disabled automation, an excluded domain, a legacy contact outside prospective scope, or freemail without Website URL. | No automatic company creation or association occurs through the blocked path. | Selected blocker, setting snapshot, before/after association state, generic source, and timestamp | Stop if the blocker is not isolated, a form exception applies, a production record enters scope, or another writer runs. | Not run |
| EXC-01Exception | A subdomain and root domain are evaluated separatelyUsing sanitized configuration evidence, verify whether the contact domain is a subdomain and whether a company already exists for that exact domain. | The subdomain is not silently represented as the root company domain; any separately created company remains visible in the evidence. | Root-or-subdomain category, exact-match count, company creation source category, and association history | Stop if the exception requires credentials, production mutation, bulk import, deletion, merge, or an unisolated external writer. | Not run |
| REC-01Recovery | A separately approved controlled test produces an unexpected associationStop the confirmed in-scope test writer, restore its documented baseline, preserve association history, and repeat only on a new fictional record after the mismatch is explained. | The configuration returns to baseline and the new fictional record follows the documented expectation. The original browser-local prediction remains recorded as ASSOCIATE_EXISTING, not rewritten as proof. | Baseline, revision or configuration history, affected fictional labels, association history, recovery result, and residual-risk note | Keep the writer paused and escalate if scope, permissions, primary-company state, or recovery evidence is uncertain. | Not run |