{
  "title": "BriefRelay intake coordinator — original fictional evidence pack",
  "checkedAt": "2026-10-27",
  "fictional": true,
  "notice": "Every observation and participant reference is invented teaching material. This is not real customer research or a statistical sample.",
  "decision": "How might a coordinator identify the next permitted action for an active client intake?",
  "observations": [
    {
      "id": "O1",
      "source": "fictional coordinator A recent-task account",
      "kind": "invented observation",
      "note": "Moved between client threads to identify missing intake material."
    },
    {
      "id": "O2",
      "source": "fictional coordinator A workaround account",
      "kind": "invented observation",
      "note": "Kept a separate list because status did not distinguish waiting on client from waiting on agency."
    },
    {
      "id": "O3",
      "source": "fictional agency owner purchase account",
      "kind": "invented observation",
      "note": "Owner approved the subscription purchase but rarely handled intake."
    },
    {
      "id": "O4",
      "source": "fictional coordinator B recent-task account",
      "kind": "invented observation",
      "note": "Paused intake while permission to share a document remained unresolved."
    },
    {
      "id": "O5",
      "source": "fictional simple-intake counterexample",
      "kind": "invented observation",
      "note": "A straightforward form was sufficient when no follow-up coordination was needed."
    },
    {
      "id": "O6",
      "source": "fictional coordinator A follow-up question",
      "kind": "invented observation",
      "note": "Asked whether a reminder had already been sent before taking another action."
    }
  ],
  "patterns": [
    {
      "id": "P1",
      "statement": "Some coordination work concerns who must act next and what already happened.",
      "observationIds": [
        "O1",
        "O2",
        "O6"
      ],
      "status": "tentative synthesis of invented notes"
    },
    {
      "id": "P2",
      "statement": "Next action can be constrained by permission; not every intake needs extra coordination.",
      "observationIds": [
        "O4",
        "O5"
      ],
      "status": "tentative synthesis of invented notes"
    }
  ],
  "persona": {
    "name": "Intake coordinator",
    "status": "fictional demonstration; not a validated persona",
    "claims": [
      {
        "id": "C1",
        "field": "goal",
        "statement": "Identify the next permitted action for each active intake.",
        "observationIds": [
          "O1",
          "O2",
          "O4",
          "O6"
        ]
      },
      {
        "id": "C2",
        "field": "context",
        "statement": "Work crosses client conversations and agency/client ownership boundaries.",
        "observationIds": [
          "O1",
          "O2"
        ]
      },
      {
        "id": "C3",
        "field": "constraint",
        "statement": "Unresolved sharing permission can prevent progress.",
        "observationIds": [
          "O4"
        ]
      },
      {
        "id": "C4",
        "field": "workaround",
        "statement": "A separate list compensates for an ambiguous waiting state.",
        "observationIds": [
          "O2"
        ]
      },
      {
        "id": "C5",
        "field": "counterexample",
        "statement": "A simple intake can work without added coordination.",
        "observationIds": [
          "O5"
        ]
      }
    ],
    "buyerContext": {
      "statement": "Owner approval is a separate purchase context, not a coordinator usability finding.",
      "observationIds": [
        "O3"
      ]
    },
    "unknowns": [
      "Prevalence of this pattern across agency sizes",
      "Recruitment biases and missing contexts",
      "Willingness to pay for a separate tool",
      "Whether status visibility improves task decisions",
      "Which permission model the real product requires"
    ],
    "unsupportedFieldsOmitted": [
      "Age",
      "Income",
      "Family status",
      "Invented personality profile"
    ]
  },
  "implications": [
    {
      "id": "D1",
      "proposal": "Prototype a waiting-on-client versus waiting-on-agency status view with latest relevant action.",
      "claimIds": [
        "C1",
        "C2",
        "C4"
      ],
      "status": "design hypothesis, not a validated solution",
      "check": "Observe relevant participants identifying the next action and explaining their choice."
    },
    {
      "id": "D2",
      "proposal": "Show a permission-related pause without exposing protected material.",
      "claimIds": [
        "C3"
      ],
      "status": "design hypothesis",
      "check": "Use authorized synthetic tasks and inspect both comprehension and access boundaries."
    },
    {
      "id": "D3",
      "proposal": "Keep the simple intake path light.",
      "claimIds": [
        "C5"
      ],
      "status": "design hypothesis",
      "check": "Include a simple-intake counterexample in the usability session."
    }
  ],
  "review": {
    "owner": "replace with actual research owner",
    "trigger": "new audience, workflow change, contradictory evidence, or next design commitment",
    "outcome": "pending; no actual study has occurred"
  },
  "reference": "https://www.nngroup.com/articles/persona-types/"
}