Real Estate Agent Operations

1. Overview

Agent-facing workflow from lead capture through closing. Lead nurture (writes back into CRM contributor flow), listing creation and MLS syndication, tour scheduling and execution, transaction management (offer to escrow to contingencies to close), and buyer/seller disclosure handling. The deployable unit for solo agents and small firms; agents in larger brokerages work here while broker oversight runs in BROKERAGE-OPS.

2. Entity summary

Name	data_object	Description
Disclosure Documents	`disclosure_documents`	State-mandated and brokerage-policy disclosure forms attached to transactions, such as agency, property condition, lead paint, and HOA documents.
Real Estate Listings	`real_estate_listings`	Properties offered for sale or rent, with pricing, photos, descriptions, agent representation, and status from active to sold.
Real Estate Transactions	`real_estate_transactions`	Real estate deals from accepted offer through close, with parties, terms, contingencies, escrow timeline, and document compliance.
Tour Appointments	`tour_appointments`	Scheduled property showings with lock-box codes, access windows, agent attendance, and follow-up tracking.
Commission Splits	`commission_splits`	How a transaction’s commission is divided across brokerages and then internal agents, used by accounting and tax reporting.
Contacts	`crm_contacts`	People at customer or prospect organizations, carrying title, contact details, decision-maker flag, preferred channel, and opt-in state.
Leads	`crm_leads`	Prospects captured before qualification, tracking source, score, status, assigned rep, and the contact and account they would convert into.

flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef embedded_master fill:#fff4cc,stroke:#c79100,color:#5b4500;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  real_estate_listings["Real Estate Listings"]
  tour_appointments["Tour Appointments"]
  real_estate_transactions["Real Estate Transactions"]
  commission_splits["Commission Splits"]
  disclosure_documents["Disclosure Documents"]
  crm_contacts["Contacts"]
  crm_leads["Leads"]
  users["Users"]
  real_estate_listings -->|"generates"| real_estate_transactions
  real_estate_listings -->|"has tours"| tour_appointments
  real_estate_transactions -->|"requires disclosures"| disclosure_documents
  real_estate_transactions -->|"produces commission splits"| commission_splits
  crm_contacts -->|"converted_from_lead"| crm_leads
  real_estate_listings -->|"has listing agent"| users
  tour_appointments -->|"has showing agent"| users
  real_estate_transactions -->|"has listing-side agent"| users
  real_estate_transactions -->|"has buyer-side agent"| users
  disclosure_documents -->|"has preparer"| users
  commission_splits -->|"has recipient agent"| users
  commission_splits -->|"has approving broker"| users
  users -->|"owns"| crm_leads
  users -->|"owns"| crm_contacts
  class real_estate_listings master;
  class tour_appointments master;
  class real_estate_transactions master;
  class commission_splits embedded_master;
  class disclosure_documents master;
  class crm_contacts embedded_master;
  class crm_leads embedded_master;
  class users platform_builtin;
  style commission_splits stroke-dasharray:5 5;
  style disclosure_documents stroke-dasharray:5 5;

3. Entities catalog

#	data_object	canonical code	singular	plural	role	mastered in	mastered label	necessity	personal_content	entity_type	write tier	notes
1	`disclosure_documents`	`disclosure_documents`	Disclosure Document	Disclosure Documents	master	-	-	optional	yes	operational_workflow	`:manage`	-
2	`real_estate_listings`	`real_estate_listings`	Real Estate Listing	Real Estate Listings	master	-	-	required	yes	operational_workflow	`:manage`	-
3	`real_estate_transactions`	`real_estate_transactions`	Real Estate Transaction	Real Estate Transactions	master	-	-	required	yes	operational_workflow	`:manage`	-
4	`tour_appointments`	`tour_appointments`	Tour Appointment	Tour Appointments	master	-	-	required	yes	operational_workflow	`:manage`	-
5	`commission_splits`	`commission_splits`	Commission Split	Commission Splits	embedded_master	`re-brok-brokerage-ops`	Brokerage Oversight and Commission Management	optional	-	operational_workflow	`:manage`	-
6	`crm_contacts`	`crm_contacts`	Contact	Contacts	embedded_master	`crm-acct-mgt`	Account and Contact Management	required	yes	operational_record	`:manage`	-
7	`crm_leads`	`crm_leads`	Lead	Leads	embedded_master	`crm-lead-mgt`	Lead Capture and Qualification	required	yes	operational_workflow	`:manage`	-

4. Aliases and industry synonyms

data_object	alias	alias_type	preferred?	industry	notes
`real_estate_transactions`	Closing	industry_term	-	Real Estate	-
`commission_splits`	Co-Op Commission	industry_term	-	Real Estate	-
`real_estate_transactions`	Escrow	industry_term	-	Real Estate	-
`real_estate_listings`	MLS Listing	industry_term	-	Real Estate	-
`tour_appointments`	Open House Appointment	industry_term	-	Real Estate	-
`disclosure_documents`	Seller Disclosures	industry_term	-	Real Estate	-
`tour_appointments`	Showing	industry_term	-	Real Estate	-
`disclosure_documents`	TDS	industry_term	-	Real Estate	-

5. Relationships

5.1 Intra-scope edges

from	verb	to	cardinality	kind	necessity	owner_side	delete_mode	fk_format	notes
`real_estate_listings`	generates	`real_estate_transactions`	one_to_many	reference	required	target	restrict	reference	-
`real_estate_listings`	has tours	`tour_appointments`	one_to_many	reference	required	target	restrict	reference	-
`real_estate_transactions`	requires disclosures	`disclosure_documents`	one_to_many	composition	required	source	cascade	parent	-
`real_estate_transactions`	produces commission splits	`commission_splits`	one_to_many	composition	required	source	cascade	parent	-
`crm_contacts`	converted_from_lead	`crm_leads`	one_to_many	reference	optional	source	clear	reference	-

5.2 Built-in edges (`users` and other platform built-ins)

from	verb	to	cardinality	necessity	owner_side	delete_mode	fk_format	notes
`real_estate_listings`	has listing agent	`users`	many_to_many	required	source	restrict	reference	-
`tour_appointments`	has showing agent	`users`	many_to_many	required	source	restrict	reference	-
`real_estate_transactions`	has listing-side agent	`users`	many_to_many	required	source	restrict	reference	-
`real_estate_transactions`	has buyer-side agent	`users`	many_to_many	optional	source	clear	reference	-
`disclosure_documents`	has preparer	`users`	many_to_many	required	source	restrict	reference	-
`commission_splits`	has recipient agent	`users`	many_to_many	required	source	restrict	reference	-
`commission_splits`	has approving broker	`users`	many_to_many	required	source	restrict	reference	-
`users`	owns	`crm_leads`	one_to_many	required	source	restrict	reference	-
`users`	owns	`crm_contacts`	one_to_many	optional	source	clear	reference	-

5.3 Cross-scope edges

5.3a Outbound from this scope’s masters and contributors

Edges this scope drives: the in-scope endpoint has role of master or contributor.

(none: no outbound cross-scope edges from this scope’s masters or contributors)

5.3b Context edges on embedded shells and consumed entities

Edges the canonical owner drives, shown for context: the in-scope endpoint has role of embedded_master, consumer, or derived.

from	verb	to	cardinality	necessity	delete_mode	fk_format	notes
`customers`	has_contacts	`crm_contacts`	one_to_many	optional	none	n/a	-
`customers`	converted_from_lead	`crm_leads`	one_to_many	optional	none	n/a	-
`crm_opportunities`	converted_from_lead	`crm_leads`	one_to_many	optional	none	n/a	-
`crm_opportunities`	involves_contacts	`crm_contacts`	many_to_many	optional	none	n/a	-
`crm_contacts`	has_activities	`sales_activities`	one_to_many	optional	none	n/a	-
`crm_leads`	has_activities	`sales_activities`	one_to_many	optional	none	n/a	-
`contact_records`	enriches	`crm_contacts`	one_to_many	optional	none	n/a	-

6. Cross-domain context

6.1 Master consumers (other modules / domains that embed this scope’s masters)

data_object	other module / domain	role	necessity	notes
`disclosure_documents`	RE-BROK-BROKERAGE-OPS (Brokerage Oversight and Commission Management) - RE-BROKERAGE	embedded_master	required	-
`disclosure_documents`	REAL-ESTATE-AGENT (Real Estate Agent (solo / small firm bundle)) - REAL-ESTATE-AGENT	embedded_master	required	-
`real_estate_listings`	REAL-ESTATE-AGENT (Real Estate Agent (solo / small firm bundle)) - REAL-ESTATE-AGENT	embedded_master	required	-
`real_estate_transactions`	RE-BROK-BROKERAGE-OPS (Brokerage Oversight and Commission Management) - RE-BROKERAGE	embedded_master	required	-
`real_estate_transactions`	REAL-ESTATE-AGENT (Real Estate Agent (solo / small firm bundle)) - REAL-ESTATE-AGENT	embedded_master	required	-
`tour_appointments`	REAL-ESTATE-AGENT (Real Estate Agent (solo / small firm bundle)) - REAL-ESTATE-AGENT	embedded_master	required	-

6.2 Outbound handoffs (events this scope publishes)

source module	target domain	target module	trigger_event	transition	payload	integration	friction	description
RE-BROK-AGENT-OPS	GRC	(domain-level)	`real_estate_transaction.closed`	`pending` → `closed` (lifecycle)	`disclosure_documents`	batch_sync	low	Disclosure-document completeness per closed transaction feeds brokerage-compliance audit and state-real-estate-commission requirements.
CRM-LEAD-MGT	CRM	CRM-ACTIVITY	`crm_lead.qualified`	(state_change)	`crm_leads`	lifecycle_progression	low	-
RE-BROK-AGENT-OPS	CRM	CRM-LEAD-MGT	`real_estate_listing.qualified`	`qualified` (signal)	`crm_leads`	api_call	medium	Qualified buyer/seller leads flow into CRM-cluster contacts and the agent’s CRM for nurture and conversion tracking.
CRM-ACCT-MGT	MA	MA-CAMPAIGN-AUTHORING	`crm_contact.synced`	`synced` (signal)	`crm_contacts`	batch_sync	medium	Contact updates in CRM (new contact, status change, opt-in change, account ownership) sync to MA so audience lists and campaigns stay current. Batch-sync is the typical pattern - real-time would be ideal but most stacks accept hourly or daily latency here.
CRM-LEAD-MGT	SALES-ENG	(domain-level)	`crm_lead.scored_above_threshold`	(threshold)	`crm_leads`	event_stream	medium	A lead’s predictive score has crossed the qualified-handoff threshold; SALES-ENG picks up for cadence enrollment. Failure modes: noisy scoring causes cadence whiplash; threshold tuned per segment but not surfaced.
RE-BROK-AGENT-OPS	RE-BROKERAGE	RE-BROK-BROKERAGE-OPS	`real_estate_transaction.contingencies_cleared`	(state_change)	`real_estate_transactions`	lifecycle_progression	low	Agent-side has cleared inspection, financing, and appraisal contingencies; broker oversight takes the transaction into compliance review before authorizing closing.
RE-BROK-AGENT-OPS	RE-PROP-MGMT	(domain-level)	`real_estate_transaction.closed`	`pending` → `closed` (lifecycle)	`real_estate_transactions`	manual_handoff	high	Closed sale of a rental property results in a new landlord-of-record; the new owner’s property-management platform must be configured (often manual handoff via email; the buyer’s PM and the seller’s brokerage are different vendors).
RE-BROK-AGENT-OPS	RE-CRE	(domain-level)	`listing.sold`	(lifecycle)	`real_estate_listings`	batch_sync	medium	Closed sale triggers commercial lease setup if multi-tenant.
RE-BROK-AGENT-OPS	RE-CRE	(domain-level)	`real_estate_transaction.closed`	`pending` → `closed` (lifecycle)	`real_estate_transactions`	manual_handoff	high	Closed sale of a CRE asset transfers operations to the new owner’s CRE platform; rent-roll, leases, and CAM history must be carried over (typically manual).
RE-BROK-AGENT-OPS	RE-INVEST	RE-INVEST-PORTFOLIO-VAL	`listing.sold`	(lifecycle)	`real_estate_listings`	manual_handoff	high	Sale closing triggers fund NAV and LP-reporting recalculation.

6.3 Inbound handoffs (events this scope reacts to)

target module	source domain	source module	trigger_event	transition	payload	integration	friction	description
CRM-LEAD-MGT	MA	MA-LEAD-SCORING	`crm_lead.qualified`	(state_change)	`crm_leads`	event_stream	medium	MA-driven scoring crosses the MQL threshold; the lead routes to CRM with a recommended owner. Friction comes from definition drift - what counts as MQL, who owns routing, what happens to disqualified leads - and from the lead-to-contact-to-opportunity conversion chain inside CRM.
CRM-LEAD-MGT	MA	MA-LEAD-SCORING	`crm_lead.scored_above_threshold`	(threshold)	`crm_leads`	event_stream	low	Qualified leads routed to CRM for sales pickup. Tight integration on all major MA platforms.
CRM-LEAD-MGT	MA	MA-LEAD-SCORING	`nurture.completed`	`completed` (state_change)	`crm_leads`	api_call	low	Nurture journey completion (whether successful conversion or exit) updates lead status in CRM. Low friction in same-vendor all-in-one stacks; medium when MA and CRM are separate.
CRM-LEAD-MGT	MA	MA-LEAD-SCORING	`nurture_journey.completed`	(lifecycle)	`crm_leads`	api_call	low	Completed nurture without conversion returns the lead to CRM for re-routing or recycle.
CRM-LEAD-MGT	PRM	(domain-level)	`partner_referral.qualified`	`qualified` (state_change)	`crm_leads`	api_call	medium	Partner-sourced referrals flow into CRM lead-routing. Failure modes: dedup against existing prospects; partner-attribution edge cases.
CRM-LEAD-MGT	SMM	(domain-level)	`social_lead.captured`	`captured` (state_change)	`crm_leads`	api_call	medium	Social interaction with explicit intent, DM asking pricing, click-through on a lead-gen form, message-ad reply, converts into a CRM-mastered lead with handle, captured form data, and source attribution. Failure modes: handle-to-existing-contact reconciliation produces duplicate leads; form-data quality from social lead-gen ads is inconsistent across networks.
RE-BROK-AGENT-OPS	RE-BROKERAGE	RE-BROK-BROKERAGE-OPS	`commission_split.paid`	(lifecycle)	`commission_splits`	lifecycle_progression	low	Broker disbursed commission; agent-side surfaces the paid status for the recipient agent.
RE-BROK-AGENT-OPS	RE-BROKERAGE	RE-BROK-BROKERAGE-OPS	`real_estate_transaction.cleared_to_close`	(state_change)	`real_estate_transactions`	lifecycle_progression	low	Broker compliance review approved; transaction returns to agent-side for closing coordination.

6.4 Master providers (modules / domains that own masters this scope embeds)

data_object	role here	necessity	canonical owner(s)	slice notes
`commission_splits`	embedded_master	optional	RE-BROK-BROKERAGE-OPS (RE-BROKERAGE)	-
`crm_contacts`	embedded_master	required	CRM-ACCT-MGT (CRM)	-
`crm_leads`	embedded_master	required	CRM-LEAD-MGT (CRM)	-

7. Lifecycle states

`commission_splits` (Commission Split)

This scope holds commission_splits as embedded_master; the canonical state machine is owned by RE-BROK-BROKERAGE-OPS.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`calculated`	✓	-	-	-	Split row auto-derived from transaction close (listing-side vs buyer-side splits, agent shares, franchise overrides). Pending review.
2	`reviewed`	-	-	✓	`re-brok-agent-ops:review_commission_split`	Broker reviewed split accuracy against the listing agreement and brokerage policy; flagged any anomalies.
3	`disputed`	-	-	✓	`re-brok-agent-ops:dispute_commission_split`	One participating agent contests the calculated split. Holds disbursement pending resolution; may return to reviewed after adjustment.
4	`approved`	-	-	✓	`re-brok-agent-ops:approve_commission_split`	Broker approved the split for payment. Ready for disbursement.
5	`paid`	-	✓	✓	`re-brok-agent-ops:disburse_commission`	Commission funds disbursed to participating agents and franchise; ledger entry recorded.

`crm_contacts` (Contact)

This scope holds crm_contacts as embedded_master; the canonical state machine is owned by CRM-ACCT-MGT.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`active`	✓	-	-	-	Contact is current and reachable.
2	`inactive`	-	-	-	-	Contact is no longer engaged but record retained.
3	`unsubscribed`	-	✓	-	-	Contact has opted out of all channels.

`crm_leads` (Lead)

This scope holds crm_leads as embedded_master; the canonical state machine is owned by CRM-LEAD-MGT.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`new`	✓	-	-	-	Freshly captured lead awaiting triage.
2	`working`	-	-	-	-	Sales rep is actively engaging the lead.
3	`qualified`	-	-	-	-	Lead meets qualification criteria and is ready to convert.
4	`converted`	-	✓	✓	`re-brok-agent-ops:convert_lead`	Lead has been converted into a contact, account, and opportunity.
5	`disqualified`	-	✓	-	-	Lead does not meet criteria; closed without conversion.

`disclosure_documents` (Disclosure Document)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`drafted`	✓	-	-	-	Disclosure generated from a state-specific template (agency disclosure, lead-paint, natural-hazards, transfer disclosure). Not yet delivered.
2	`delivered`	-	-	✓	`re-brok-agent-ops:deliver_disclosure`	Disclosure sent to recipient (buyer or seller); recipient acknowledgment pending.
3	`acknowledged`	-	✓	✓	`re-brok-agent-ops:acknowledge_disclosure`	Recipient signed acknowledgment recorded (typically via eSign callback). Disclosure satisfies the compliance requirement on the transaction.
4	`rejected`	-	✓	-	-	Recipient refused to acknowledge or signed under dispute. Typically requires the transaction to address the rejection before progressing.

`real_estate_listings` (Real Estate Listing)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`draft`	✓	-	-	-	Listing is being prepared (photos, copy, pricing); not yet published to MLS.
2	`active`	-	-	✓	`re-brok-agent-ops:activate_listing`	Listing is published to the MLS and accepting offers.
3	`under_contract`	-	-	✓	`re-brok-agent-ops:mark_under_contract`	Offer accepted; a real_estate_transaction has been opened. Listing remains visible on MLS as ‘pending’ but not accepting new offers.
4	`sold`	-	✓	✓	`re-brok-agent-ops:close_listing`	Transaction closed; listing terminated as a sale. Triggers downstream events to property-management, CRE, and investment systems.
5	`withdrawn`	-	✓	✓	`re-brok-agent-ops:withdraw_listing`	Listing pulled from the market without a sale (seller decision, expired listing agreement before contract, market reasons).
6	`expired`	-	✓	-	-	Listing agreement reached its end date without a sale or active renewal. No explicit user action; system marks at expiration.

`real_estate_transactions` (Real Estate Transaction)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`opened`	✓	-	-	-	Accepted offer created the transaction; buyer/seller, listing reference, offer price, escrow agent, target close date captured.
2	`inspection`	-	-	✓	`re-brok-agent-ops:schedule_inspection`	Inspection period active; structural / pest / specialty inspections scheduled or in progress.
3	`financing`	-	-	✓	`re-brok-agent-ops:submit_financing`	Buyer’s loan application in underwriting; appraisal pending; financing contingency open.
4	`contingencies_cleared`	-	-	✓	`re-brok-agent-ops:clear_contingencies`	All contingencies (inspection, financing, appraisal, title) satisfied or waived. Transaction ready for broker compliance review.
5	`compliance_review`	-	-	✓	`re-brok-brokerage-ops:submit_for_compliance_review`	Broker / transaction coordinator reviewing transaction file for compliance (disclosure completeness, signature audit, trust-account accounting). Only realized when BROKERAGE-OPS module is deployed.
6	`cleared_to_close`	-	-	✓	`re-brok-brokerage-ops:approve_for_closing`	Broker signed off; closing date and location confirmed. Only realized when BROKERAGE-OPS module is deployed.
7	`closed`	-	✓	✓	`re-brok-agent-ops:close_transaction`	Deed recorded, funds disbursed via escrow; transaction complete. Commission splits become payable; downstream domains notified.
8	`canceled`	-	✓	✓	`re-brok-agent-ops:cancel_transaction`	Transaction fell through (failed inspection beyond repair, financing denied, mutual cancellation, contingency invocation). Listing typically returns to active.

`tour_appointments` (Tour Appointment)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`scheduled`	✓	-	-	-	Tour booked with prospect; access arrangements (lockbox code, listing-agent attendance) pending confirmation.
2	`confirmed`	-	-	✓	`re-brok-agent-ops:confirm_tour`	Prospect confirmed attendance; access arrangements finalized.
3	`completed`	-	✓	✓	`re-brok-agent-ops:complete_tour`	Tour took place; agent recorded notes and any buyer-feedback signals.
4	`canceled`	-	✓	✓	`re-brok-agent-ops:cancel_tour`	Tour canceled by either party before it took place.
5	`no_show`	-	✓	-	-	Prospect did not appear at the scheduled time. No explicit cancellation; agent marks after the fact.

8. Permissions and business rules (derived)

8.1 Permissions

permission	tier	description	included in `:admin`?
`re-brok-agent-ops:read`	baseline-read	Read access to every entity in the module	✓
`re-brok-agent-ops:manage`	baseline-manage	Edit operational records	✓
`re-brok-agent-ops:admin`	baseline-admin	Edit reference data and inherit every workflow gate below	-
`re-brok-agent-ops:convert_lead`	workflow-gate (lifecycle)	Transition `crm_leads` into state `converted`	✓
`re-brok-agent-ops:activate_listing`	workflow-gate (lifecycle)	Transition `real_estate_listings` into state `active`	✓
`re-brok-agent-ops:mark_under_contract`	workflow-gate (lifecycle)	Transition `real_estate_listings` into state `under_contract`	✓
`re-brok-agent-ops:close_listing`	workflow-gate (lifecycle)	Transition `real_estate_listings` into state `sold`	✓
`re-brok-agent-ops:withdraw_listing`	workflow-gate (lifecycle)	Transition `real_estate_listings` into state `withdrawn`	✓
`re-brok-agent-ops:schedule_inspection`	workflow-gate (lifecycle)	Transition `real_estate_transactions` into state `inspection`	✓
`re-brok-agent-ops:submit_financing`	workflow-gate (lifecycle)	Transition `real_estate_transactions` into state `financing`	✓
`re-brok-agent-ops:clear_contingencies`	workflow-gate (lifecycle)	Transition `real_estate_transactions` into state `contingencies_cleared`	✓
`re-brok-agent-ops:close_transaction`	workflow-gate (lifecycle)	Transition `real_estate_transactions` into state `closed`	✓
`re-brok-agent-ops:cancel_transaction`	workflow-gate (lifecycle)	Transition `real_estate_transactions` into state `canceled`	✓
`re-brok-agent-ops:review_commission_split`	workflow-gate (lifecycle)	Transition `commission_splits` into state `reviewed`	✓
`re-brok-agent-ops:dispute_commission_split`	workflow-gate (lifecycle)	Transition `commission_splits` into state `disputed`	✓
`re-brok-agent-ops:approve_commission_split`	workflow-gate (lifecycle)	Transition `commission_splits` into state `approved`	✓
`re-brok-agent-ops:disburse_commission`	workflow-gate (lifecycle)	Transition `commission_splits` into state `paid`	✓
`re-brok-agent-ops:confirm_tour`	workflow-gate (lifecycle)	Transition `tour_appointments` into state `confirmed`	✓
`re-brok-agent-ops:complete_tour`	workflow-gate (lifecycle)	Transition `tour_appointments` into state `completed`	✓
`re-brok-agent-ops:cancel_tour`	workflow-gate (lifecycle)	Transition `tour_appointments` into state `canceled`	✓
`re-brok-agent-ops:deliver_disclosure`	workflow-gate (lifecycle)	Transition `disclosure_documents` into state `delivered`	✓
`re-brok-agent-ops:acknowledge_disclosure`	workflow-gate (lifecycle)	Transition `disclosure_documents` into state `acknowledged`	✓
`re-brok-agent-ops:view_all_real_estate_listings`	override (personal_content)	View all `real_estate_listings` rows beyond row-scope	✓
`re-brok-agent-ops:manage_all_real_estate_listings`	override (personal_content)	Manage all `real_estate_listings` rows beyond row-scope	✓
`re-brok-agent-ops:view_all_tour_appointments`	override (personal_content)	View all `tour_appointments` rows beyond row-scope	✓
`re-brok-agent-ops:manage_all_tour_appointments`	override (personal_content)	Manage all `tour_appointments` rows beyond row-scope	✓
`re-brok-agent-ops:view_all_real_estate_transactions`	override (personal_content)	View all `real_estate_transactions` rows beyond row-scope	✓
`re-brok-agent-ops:manage_all_real_estate_transactions`	override (personal_content)	Manage all `real_estate_transactions` rows beyond row-scope	✓
`re-brok-agent-ops:view_all_disclosure_documents`	override (personal_content)	View all `disclosure_documents` rows beyond row-scope	✓
`re-brok-agent-ops:manage_all_disclosure_documents`	override (personal_content)	Manage all `disclosure_documents` rows beyond row-scope	✓
`re-brok-agent-ops:view_all_contacts`	override (personal_content)	View all `crm_contacts` rows beyond row-scope	✓
`re-brok-agent-ops:manage_all_contacts`	override (personal_content)	Manage all `crm_contacts` rows beyond row-scope	✓
`re-brok-agent-ops:view_all_leads`	override (personal_content)	View all `crm_leads` rows beyond row-scope	✓
`re-brok-agent-ops:manage_all_leads`	override (personal_content)	Manage all `crm_leads` rows beyond row-scope	✓

8.2 Business rules

rule_name	data_object	source flag	intent
`real_estate_listing_edit_scope`	`real_estate_listings`	has_personal_content	Row-scope by default; override via `re-brok-agent-ops:view_all_real_estate_listings` / `re-brok-agent-ops:manage_all_real_estate_listings`
`tour_appointment_edit_scope`	`tour_appointments`	has_personal_content	Row-scope by default; override via `re-brok-agent-ops:view_all_tour_appointments` / `re-brok-agent-ops:manage_all_tour_appointments`
`real_estate_transaction_edit_scope`	`real_estate_transactions`	has_personal_content	Row-scope by default; override via `re-brok-agent-ops:view_all_real_estate_transactions` / `re-brok-agent-ops:manage_all_real_estate_transactions`
`disclosure_document_edit_scope`	`disclosure_documents`	has_personal_content	Row-scope by default; override via `re-brok-agent-ops:view_all_disclosure_documents` / `re-brok-agent-ops:manage_all_disclosure_documents`
`contact_edit_scope`	`crm_contacts`	has_personal_content	Row-scope by default; override via `re-brok-agent-ops:view_all_contacts` / `re-brok-agent-ops:manage_all_contacts`
`lead_edit_scope`	`crm_leads`	has_personal_content	Row-scope by default; override via `re-brok-agent-ops:view_all_leads` / `re-brok-agent-ops:manage_all_leads`

9. Roles, RACI, and responsibilities (derived)

Baseline roles, the permission hierarchy, and RACI realization are DERIVED from this scope’s entity-type write tiers + process_raci; none of it is stored in the catalog (the deployer provisions it from this blueprint).

9.1 `RE-BROK-AGENT-OPS`

Baseline roles:

role	baseline grant
`re-brok-agent-ops_viewer`	`re-brok-agent-ops:read`
`re-brok-agent-ops_manager`	`re-brok-agent-ops:manage`

Permission hierarchy:

permission	includes
`re-brok-agent-ops:admin`	`re-brok-agent-ops:manage`
`re-brok-agent-ops:manage`	`re-brok-agent-ops:read`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:convert_lead`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:activate_listing`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:mark_under_contract`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:close_listing`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:withdraw_listing`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:schedule_inspection`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:submit_financing`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:clear_contingencies`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:close_transaction`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:cancel_transaction`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:review_commission_split`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:dispute_commission_split`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:approve_commission_split`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:disburse_commission`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:confirm_tour`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:complete_tour`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:cancel_tour`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:deliver_disclosure`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:acknowledge_disclosure`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:view_all_real_estate_listings`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:manage_all_real_estate_listings`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:view_all_tour_appointments`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:manage_all_tour_appointments`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:view_all_real_estate_transactions`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:manage_all_real_estate_transactions`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:view_all_disclosure_documents`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:manage_all_disclosure_documents`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:view_all_contacts`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:manage_all_contacts`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:view_all_leads`
`re-brok-agent-ops:admin`	`re-brok-agent-ops:manage_all_leads`

RACI realization:

(none: no process_raci assignments wired to this module’s gated processes yet)

9.2 Functional ownership and default grants

responsibility	business function	default role	default tier
owner	Sales	`admin`	`:admin`
contributor	Marketing	`manage`	`:manage`
consumer	Accounting	`read`	`:read`