Table Table 4 Revenue operations & AI 6 September 2026

What should happen when a rule fails?

State	Meaning	Action
Pass	The field satisfies the rule for this decision	Admit, while preserving the evidence
Fail	The observed value violates the rule	Hold, correct, or route to the responsible owner
Unknown	The system cannot determine the state	Do not silently treat it as pass or fail
Not applicable	The rule does not apply at this grain or scope	Record the exclusion condition
Stale	The value was once usable but exceeds the freshness window	Revalidate before using it
Duplicate	More than one record may represent the same entity	Resolve the match before aggregation

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Source: Table from this essay. Sources and interpretation are given in the article.

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What is CRM data governance? Revenue control before reporting

CRM data governance decides who owns a CRM field, how its quality is tested, and when a record is fit for revenue reporting.

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Isoglu, S. (2026). What should happen when a rule fails? [Table]. isoglu.com. https://isoglu.com/insights/exhibits/isoglu-2026-what-is-crm-data-governance-fig04/

BibTeX

@misc{isoglu-2026-what-is-crm-data-governance-fig04,
  author = {Isoglu, Sinan},
  title = {{What should happen when a rule fails?}},
  year = {2026},
  howpublished = {Table 4, isoglu.com},
  url = {https://isoglu.com/insights/exhibits/isoglu-2026-what-is-crm-data-governance-fig04/},
  note = {From the essay {What is CRM data governance? Revenue control before reporting}}
}

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