tests/fixtures/buyer_handoff_valid.json

{
  "contract_name": "buyer_investor_list_to_deal_process_tracker",
  "records": [
    {
      "process_context": "sell-side",
      "party_id": "BUYER-001",
      "party_name": "Acme Corp",
      "parent_or_platform": "Acme Holdings",
      "party_type": "strategic",
      "sector_fit": "adjacent platform",
      "geography": "North America",
      "relevant_assets_or_holdings": "Relevant software business",
      "tier": "tier 1 / must contact",
      "priority_score": 87,
      "recommended_wave": "wave 1",
      "rationale": "Strategic fit, capacity, and prior acquisition appetite.",
      "ability_to_transact": "high",
      "likely_objections": [
        "margin durability"
      ],
      "key_risks": [
        "competitor confidentiality"
      ],
      "relationship_owner": "MD1",
      "known_contacts": [
        "Corp Dev lead"
      ],
      "contact_path": "warm intro through coverage",
      "confidentiality_flags": [
        "competitor"
      ],
      "conflict_flags": [
        "none identified"
      ],
      "do_not_contact_flag": false,
      "recommended_next_action": "client approval before outreach",
      "next_action_owner": "VP1",
      "target_date": "2026-05-20",
      "outreach_status": "not contacted",
      "required_materials": [
        "approved teaser"
      ],
      "source_ids": [
        "S1"
      ],
      "source_as_of_dates": [
        "2026-05-01"
      ],
      "confidence": "medium",
      "open_questions": [
        "Confirm conflict status"
      ],
      "notes_for_process_tracker": "Do not move to active outreach until client approves competitor approach."
    }
  ],
  "holds_and_exclusions": [
    {
      "party_name": "Legacy Buyer",
      "reason": "client restriction",
      "approval_needed": "client approval",
      "reconsideration_trigger": "restriction lifted"
    }
  ]
}