IVRIS Lead-Routing Requirements Template - 50 requirements
IVRIS SYNTHESIS. Blank cells are intentional working fields. Reviewed 2026-07-23
"IVRIS Tech, ""Lead Routing: Models, Rules and the Routing Integrity Chain,"" https://ivristech.com/lead-routing/, reviewed 2026-07-23."

Requirement ID,Category,Requirement / question,Required?,Current state,Target rule / decision,Source system / field,Policy owner,Positive test,Negative / overlap test,Exception / fallback,Metric / timestamp,Priority,Status
LR-001,Scope,Which record types and ingestion channels enter this routing system?,Yes,,,,,,,,,High,Not started
LR-002,Scope,What exact event starts the routing clock for each channel?,Yes,,,,,,,,,High,Not started
LR-003,Scope,"What exact event ends routing: individual accepted ownership, queue ownership, or another state?",Yes,,,,,,,,,High,Not started
LR-004,Data contract,Which fields are mandatory before a record becomes routing-eligible?,Yes,,,,,,,,,High,Not started
LR-005,Data contract,"Which fields may be enriched, from which provider, and within what timeout?",Yes,,,,,,,,,High,Not started
LR-006,Identity,"What is the unique-person rule by form, import, API and manual creation?",Yes,,,,,,,,,High,Not started
LR-007,Identity,What is the account-match key and confidence threshold?,Yes,,,,,,,,,High,Not started
LR-008,Identity,"How are free-email domains, shared domains and multiple company domains handled?",Yes,,,,,,,,,High,Not started
LR-009,Hierarchy,"How are subsidiaries, branches, franchises and global parents resolved?",Yes,,,,,,,,,High,Not started
LR-010,Qualification,What validation and qualification gates precede routing?,Yes,,,,,,,,,High,Not started
LR-011,Precedence,List the full rule precedence from contractual/named-account rules to default fallback.,Yes,,,,,,,,,High,Not started
LR-012,Account ownership,"What happens when a matched account owner is inactive, OOO or not licensed?",Yes,,,,,,,,,High,Not started
LR-013,Opportunity,What opportunity statuses and age thresholds trigger open-opportunity routing?,Yes,,,,,,,,,High,Not started
LR-014,Named accounts,"Which list is authoritative, how is it versioned, and when do entries expire?",Conditional,,,,,,,,,High,Not started
LR-015,Territory,"Which fields define territory, and how are overlaps/no-match states resolved?",Conditional,,,,,,,,,High,Not started
LR-016,Round robin,"What does fairness mean: count, weighted share, workload or opportunity value?",Conditional,,,,,,,,,Medium,Not started
LR-017,Round robin,What resets counters/pointers and how are returning users treated?,Conditional,,,,,,,,,Medium,Not started
LR-018,Capacity,What is a comparable work unit and how is consumed capacity calculated?,Conditional,,,,,,,,,High,Not started
LR-019,Availability,"Does the system delay, skip or reroute an unavailable rightful owner?",Conditional,,,,,,,,,High,Not started
LR-020,Skill/product/language,"Which skills, products or languages are hard eligibility gates versus preferences?",Conditional,,,,,,,,,Medium,Not started
LR-021,Partner,What registration or contractual evidence gives a partner routing rights?,Conditional,,,,,,,,,High,Not started
LR-022,AI,"What decision is AI allowed to make: classify, rank, recommend, or assign?",Conditional,,,,,,,,,High,Not started
LR-023,AI,Which deterministic constraints can AI never override?,Conditional,,,,,,,,,High,Not started
LR-024,AI,"What labels, historical period and excluded fields train or configure the score?",Conditional,,,,,,,,,High,Not started
LR-025,AI,"How are drift, bias, explanations and rollback reviewed?",Conditional,,,,,,,,,High,Not started
LR-026,Assignment,Which system is authoritative for the owner write?,Yes,,,,,,,,,High,Not started
LR-027,Assignment,"Are assignment rules invoked consistently across form, API, import and sync paths?",Yes,,,,,,,,,High,Not started
LR-028,Queue,Which queues may own records and what is the acceptance SLA?,Conditional,,,,,,,,,High,Not started
LR-029,Notification,Which notification channels are required and how is delivery failure detected?,Yes,,,,,,,,,High,Not started
LR-030,Acceptance,"What actions constitute accept, reject, return or request reassignment?",Yes,,,,,,,,,High,Not started
LR-031,Acceptance,What rejection reasons are allowed and which trigger automatic rerouting?,Yes,,,,,,,,,High,Not started
LR-032,Fallback,What is the non-recursive fallback for every no-match/error state?,Yes,,,,,,,,,High,Not started
LR-033,Escalation,Who is paged or notified before an SLA breach?,Yes,,,,,,,,,High,Not started
LR-034,Observability,"Which immutable timestamps are recorded at capture, eligibility, decision, assignment, notification, acceptance and first action?",Yes,,,,,,,,,High,Not started
LR-035,Observability,"Which reason codes identify route, exception, reassignment and manual override?",Yes,,,,,,,,,High,Not started
LR-036,Reconciliation,How are source submissions reconciled to CRM records and route outcomes?,Yes,,,,,,,,,High,Not started
LR-037,Metrics,"Define routing latency, assignment latency, owner acceptance latency and first-action latency.",Yes,,,,,,,,,High,Not started
LR-038,Metrics,"How are unworked, rejected, duplicated, spam and reopened records reported?",Yes,,,,,,,,,High,Not started
LR-039,Testing,"What synthetic record pack covers every branch, overlap and failure?",Yes,,,,,,,,,High,Not started
LR-040,Testing,What production canary and rollback thresholds are required?,Yes,,,,,,,,,High,Not started
LR-041,Change control,"Who can edit, approve, publish and roll back routing logic?",Yes,,,,,,,,,High,Not started
LR-042,Change control,"How are rule versions, effective dates and owner/territory changes recorded?",Yes,,,,,,,,,High,Not started
LR-043,Security/privacy,"Which fields or AI inputs are prohibited by privacy, security or discrimination policy?",Yes,,,,,,,,,High,Not started
LR-044,Software,"Must routing run natively in the CRM, through an external service, or through an orchestration layer?",Yes,,,,,,,,,Medium,Not started
LR-045,Software,"What maximum processing latency, throughput and API-failure tolerance are required?",Yes,,,,,,,,,High,Not started
LR-046,Software,Are audit logs exportable with record-level decision paths and timestamps?,Yes,,,,,,,,,High,Not started
LR-047,Software,Can the system simulate rules against historical/synthetic records without changing ownership?,Yes,,,,,,,,,High,Not started
LR-048,Software,"Can it represent account hierarchy, open opportunity, partner and named-account precedence?",Conditional,,,,,,,,,High,Not started
LR-049,Launch,What percentage and segment will be included in the initial canary?,Yes,,,,,,,,,High,Not started
LR-050,Launch,What daily and weekly audit reports will be reviewed for the first 30 days?,Yes,,,,,,,,,High,Not started