Resolve payment credential and CRM pipeline commitment boundaries
Add research on PCI/tokenized payment references vs login Credentials (Payment Instrument Reference, Payment Mandate) and CRM Opportunity promotion thresholds (Pipeline Pursuit, binding_trigger). Resolve OpenQuestions for both topics. Update glossary, conceptual model, terminology, and downstream recommendations.
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@ -67,6 +67,8 @@ The repository is focused on research and terminology. The corpus should collect
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- `beneficial-ownership-kyc-boi.md`
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- `registry-identifier-subtypes.md`
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- `reputation-assurance-gradient.md`
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- `payment-credential-pci-boundary.md`
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- `crm-pipeline-commitment-threshold.md`
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## Source Note Template
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