Services Sourcing and Engagement

1. Overview

The pre-delivery surface: author the statement of work, take in services proposals, stand up the engagement against the supplier and the contract, and amend scope through change orders. Masters the SOW, the engagement, the proposal, and the change order; consumes the supplier, the contract, and rate cards from their owning domains.

2. Entity summary

Name	data_object	Description
Services Engagements	`services_engagements`	The active firm-level engagement that executes a statement of work: the spine milestones, deliverables, and invoices bind to, carrying the supplier, the contract reference, and the engagement-scoped scorecard. One supplier can hold several distinct engagements.
Services Proposals	`services_proposals`	Bids and proposals a firm submits against a specific statement of work, capturing the proposed scope, approach, and price for evaluation. Optional because some buyers run a SOW off a pre-awarded master agreement without a bid round.
SOW Change Orders	`sow_change_orders`	Amendments to an active statement of work that revise scope, schedule, deliverables, or price, tracked through approval so the SOW stays current. Optional because not every engagement amends.
Statements of Work	`statements_of_work`	The buyer-side statement of work that scopes outsourced services a firm will deliver: the deliverables, the schedule, the price basis, and the acceptance terms. The headline document the whole engagement hangs off, distinct from the underlying contract that governs it.
Contracts	`legal_contracts`	Contracts with counterparties or suppliers, covering type, value, key dates, governing law, and lifecycle from draft to terminated.
Rate Cards	`rate_cards`	Pre-agreed bill rates by role, geography, and supplier tier, driving consistent work-order pricing and accounts-payable matching.
Suppliers	`suppliers`	Vendor master records, holding legal name, tax id, addresses, payment terms, contacts, currency, status, and risk profile.

flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  statements_of_work["Statements of Work"]
  services_engagements["Services Engagements"]
  services_proposals["Services Proposals"]
  sow_change_orders["SOW Change Orders"]
  suppliers["Suppliers"]
  legal_contracts["Contracts"]
  rate_cards["Rate Cards"]
  users["Users"]
  users -->|"owns"| legal_contracts
  users -->|"approved"| legal_contracts
  users -->|"drafted"| legal_contracts
  users -->|"approves"| rate_cards
  users -->|"owns"| suppliers
  class statements_of_work master;
  class services_engagements master;
  class services_proposals master;
  class sow_change_orders master;
  class suppliers consumer;
  class legal_contracts consumer;
  class rate_cards consumer;
  class users platform_builtin;
  style services_proposals stroke-dasharray:5 5;
  style sow_change_orders stroke-dasharray:5 5;
  style suppliers stroke-dasharray:5 5;
  style legal_contracts stroke-dasharray:5 5;
  style rate_cards 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	`services_engagements`	`services_engagements`	Services Engagement	Services Engagements	master	-	-	required	-	operational_workflow	`:manage`	-
2	`services_proposals`	`services_proposals`	Services Proposal	Services Proposals	master	-	-	optional	-	operational_workflow	`:manage`	-
3	`sow_change_orders`	`sow_change_orders`	SOW Change Order	SOW Change Orders	master	-	-	optional	-	operational_workflow	`:manage`	-
4	`statements_of_work`	`statements_of_work`	Statement of Work	Statements of Work	master	-	-	required	-	operational_workflow	`:manage`	-
5	`legal_contracts`	`legal_contracts`	Contract	Contracts	consumer	`clm-repository`	Contract Repository	optional	yes	operational_workflow	`:manage`	-
6	`rate_cards`	`rate_cards`	Rate Card	Rate Cards	consumer	`cwm-worker-sourcing`	Worker Sourcing and Supplier Management	optional	-	catalog	`:admin`	-
7	`suppliers`	`suppliers`	Supplier	Suppliers	consumer	`srm-supplier-lifecycle`	Supplier Lifecycle Management	optional	yes	operational_workflow	`:manage`	-

4. Aliases and industry synonyms

(none: no industry-scoped aliases for this scope)

5. Relationships

5.1 Intra-scope edges

(none: no relationships with both endpoints inside the scope)

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

from	verb	to	cardinality	necessity	owner_side	delete_mode	fk_format	notes
`users`	owns	`legal_contracts`	one_to_many	optional	source	clear	reference	-
`users`	approved	`legal_contracts`	one_to_many	optional	source	clear	reference	-
`users`	drafted	`legal_contracts`	one_to_many	optional	source	clear	reference	-
`users`	approves	`rate_cards`	one_to_many	optional	source	clear	reference	-
`users`	owns	`suppliers`	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
`audit_findings`	updates	`suppliers`	many_to_many	optional	none	n/a	-
`in_house_legal_matters`	references	`legal_contracts`	many_to_many	optional	none	n/a	-
`legal_contracts`	governs	`customer_entitlements`	one_to_many	optional	none	n/a	-
`legal_contracts`	backs	`customer_subscriptions`	one_to_many	optional	none	n/a	-
`pim_products`	sourced_from	`suppliers`	many_to_many	optional	none	n/a	Supplier onboarding feeds attribute data into PIM; the product can have one primary supplier and many alternates.
`rate_cards`	prices	`contingent_timesheets`	one_to_many	required	none (required-if-present)	n/a	-
`contract_templates`	seeds	`legal_contracts`	one_to_many	optional	none	n/a	-
`legal_contracts`	contains	`contract_clauses`	one_to_many	optional	none	n/a	-
`legal_contracts`	imposes	`contract_obligations`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`legal_contracts`	witnessed_by	`signature_records`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`legal_contracts`	activates	`saas_subscriptions`	one_to_many	optional	none	n/a	-
`legal_contracts`	activates	`software_licenses`	one_to_many	optional	none	n/a	-
`sourcing_events`	originates	`legal_contracts`	one_to_many	optional	none	n/a	-
`legal_contracts`	triggers_creation_of	`purchase_orders`	one_to_many	optional	none	n/a	-
`legal_contracts`	triggers_review_in	`purchase_requisitions`	one_to_many	optional	none	n/a	-
`legal_contracts`	propagates_terms_to	`invoice_matches`	one_to_many	optional	none	n/a	-
`legal_contracts`	feeds_revrec_in	`revenue_recognition_records`	one_to_many	optional	none	n/a	-
`legal_contracts`	seeds	`service_projects`	one_to_many	optional	none	n/a	-
`legal_contracts`	renewal_warns	`crm_opportunities`	one_to_many	optional	none	n/a	-
`legal_contracts`	renewal_warns	`saas_subscriptions`	one_to_many	optional	none	n/a	-
`legal_contracts`	renewed_into	`customer_subscriptions`	one_to_many	optional	none	n/a	-
`legal_contracts`	seeds	`agency_jobs`	one_to_many	optional	none	n/a	-
`crm_opportunities`	drafts	`legal_contracts`	one_to_many	optional	none	n/a	-
`sales_quotes`	drafts	`legal_contracts`	one_to_many	optional	none	n/a	-
`contract_drafts`	drafts	`legal_contracts`	one_to_many	optional	none	n/a	-
`quote_discounts`	flows into	`legal_contracts`	one_to_many	optional	none	n/a	-
`commercial_leases`	flows into	`legal_contracts`	one_to_many	optional	none	n/a	-
`engagement_letters`	flows into	`legal_contracts`	one_to_many	optional	none	n/a	-
`staffing_suppliers`	publishes	`rate_cards`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`suppliers`	reconciles	`staffing_suppliers`	one_to_many	optional	none	n/a	-
`suppliers`	undergoes	`supplier_onboardings`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`suppliers`	holds	`supplier_qualifications`	one_to_many	optional	none	n/a	-
`suppliers`	holds	`supplier_certifications`	one_to_many	optional	none	n/a	-
`suppliers`	assessed_by	`supplier_risk_assessments`	one_to_many	optional	none	n/a	-
`suppliers`	rated_by	`supplier_scorecards`	one_to_many	optional	none	n/a	-
`suppliers`	enables	`sourcing_events`	one_to_many	optional	none	n/a	-
`suppliers`	propagates_bank_change_to	`payment_runs`	one_to_many	optional	none	n/a	-
`supplier_golden_records`	resolves to	`suppliers`	one_to_many	optional	none	n/a	-
`engineering_parts`	sourced_from	`suppliers`	many_to_many	optional	none	n/a	-
`suppliers`	submits	`product_compliance_declarations`	one_to_many	required	none (required-if-present)	n/a	-
`legal_contracts`	is amended by	`contract_amendments`	one_to_many	optional	none	n/a	-
`legal_contracts`	is renewed by	`contract_renewal_records`	one_to_many	optional	none	n/a	-
`legal_contracts`	is assessed by	`contract_risk_assessments`	one_to_many	optional	none	n/a	-
`contract_counterparties`	is party to	`legal_contracts`	one_to_many	optional	none	n/a	-
`legal_contracts`	has milestone	`contract_milestones`	one_to_many	optional	none	n/a	-
`legal_contracts`	has data protection addendum	`data_protection_addenda`	one_to_many	optional	none	n/a	-
`legal_contracts`	is negotiated in	`contract_negotiation_threads`	one_to_many	optional	none	n/a	-

6. Cross-domain context

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

(none: no other module embeds this scope’s masters; the canonical owners do.)

6.2 Outbound handoffs (events this scope publishes)

(none: no outbound handoffs whose payload is in this scope)

6.3 Inbound handoffs (events this scope reacts to)

(none: no inbound handoffs whose payload is in this scope)

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

data_object	role here	necessity	canonical owner(s)	slice notes
`legal_contracts`	consumer	optional	CLM-REPOSITORY (CLM)	-
`rate_cards`	consumer	optional	CWM-WORKER-SOURCING (CWM)	-
`suppliers`	consumer	optional	SRM-SUPPLIER-LIFECYCLE (SRM)	-

7. Lifecycle states

`legal_contracts` (Contract)

This scope holds legal_contracts as consumer; the canonical state machine is owned by CLM-REPOSITORY.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
10	`draft`	✓	-	-	-	Initial draft created in CLM-AUTHORING from a template, or received via inbound handoff from CPQ/sourcing.
20	`in_review`	-	-	-	-	Draft has been routed for internal review prior to counterparty exchange.
30	`in_negotiation`	-	-	-	-	Active counterparty negotiation with track-changes / redline exchange.
40	`approved`	-	-	✓	`clm-negotiation:approve_legal_contract`	Final negotiated text approved by all internal stakeholders; ready for signature.
50	`out_for_signature`	-	-	-	-	Signature envelope dispatched to all required signers.
60	`signed`	-	-	✓	`clm-repository:execute_legal_contract`	All signers have signed; contract is fully executed.
70	`active`	-	-	-	-	Effective date has passed; contract is in force. Default post-signature state.
75	`amended`	-	-	✓	`clm-repository:amend_legal_contract`	An amendment has been executed against this contract. Amendment is a separate record; this contract row reflects the amended terms going forward.
80	`expired`	-	✓	-	-	End date passed without renewal or termination. Terminal state.
90	`terminated`	-	✓	✓	`clm-repository:terminate_legal_contract`	Contract terminated before end date (by mutual consent, breach, or for-cause). Terminal state.
100	`renewed`	-	✓	✓	`clm-renewal:renew_legal_contract`	Renewed via a new contract record (or extended via amendment). The renewal is a separate record; this row is terminal.

`rate_cards` (Rate Card)

This scope holds rate_cards as consumer; the canonical state machine is owned by CWM-WORKER-SOURCING.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
10	`draft`	✓	-	-	-	-
20	`published`	-	-	✓	`cwm-worker-sourcing:publish_rate_card`	-
30	`superseded`	-	-	-	-	-
40	`retired`	-	✓	✓	`cwm-worker-sourcing:retire_rate_card`	-

8. Permissions and business rules (derived)

8.1 Permissions

permission	tier	description	included in `:admin`?
`svcs-proc-engagement:read`	baseline-read	Read access to every entity in the module	✓
`svcs-proc-engagement:manage`	baseline-manage	Edit operational records	✓
`svcs-proc-engagement:admin`	baseline-admin	Edit reference data and inherit every workflow gate below	-

8.2 Business rules

(none: no flag-derived business rules)

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 `SVCS-PROC-ENGAGEMENT`

Baseline roles:

role	baseline grant
`svcs-proc-engagement_viewer`	`svcs-proc-engagement:read`
`svcs-proc-engagement_manager`	`svcs-proc-engagement:manage`

Permission hierarchy:

permission	includes
`svcs-proc-engagement:admin`	`svcs-proc-engagement:manage`
`svcs-proc-engagement:manage`	`svcs-proc-engagement:read`

RACI realization:

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

9.2 Functional ownership and default grants

(none: no business_function_domains rows for this scope’s domain)