{
  "jira_key": "AN-63",
  "summary": "Account Customer Tier Classification",
  "approach": "Implement automatic classification of Accounts into Customer Tiers based on Annual Revenue using a non-editable custom picklist field, a record-triggered Flow for automation, and a Validation Rule to prevent manual edits. The Customer Tier field will be visible on the Account Lightning Record Page. Backfill for existing Accounts will be handled via Flow. All components use allowlisted metadata types only.",
  "metadata_plan": [
    {
      "metadata_type": "CustomField",
      "api_name": "Customer_Tier__c",
      "action": "create",
      "object": "Account",
      "notes": "Picklist, label: Customer Tier, values: Platinum, Gold, Silver, Bronze (per mapping table), no default, not required at definition, field-level security: visible to all relevant users, not editable by users."
    },
    {
      "metadata_type": "ValidationRule",
      "api_name": "Prevent_Manual_Customer_Tier_Edit",
      "action": "create",
      "object": "Account",
      "notes": "Purpose: Prevent manual edits to Customer Tier. Formula: ISCHANGED(Customer_Tier__c) && NOT(ISNEW()) && $Profile.Name <> 'System Administrator'. Error message: 'Customer Tier is set automatically and cannot be edited.' Error location: Customer Tier field."
    },
    {
      "metadata_type": "Flow",
      "api_name": "Account_Customer_Tier_Assignment",
      "action": "create",
      "object": "Account",
      "notes": "Record-triggered Flow on Account (after create and after update of AnnualRevenue). Logic: Evaluate AnnualRevenue and assign Customer_Tier__c per mapping table. Also includes a scheduled path for backfill of existing Accounts."
    },
    {
      "metadata_type": "LightningComponentBundle",
      "api_name": "AccountRecordPage",
      "action": "update",
      "object": "Account",
      "notes": "Update Account Lightning Record Page to display Customer Tier field in a prominent section."
    },
    {
      "metadata_type": "PermissionSet",
      "api_name": "Account_Customer_Tier_Visibility",
      "action": "create",
      "object": null,
      "notes": "Grants read-only access to Customer_Tier__c for relevant user groups."
    }
  ],
  "dependencies": [
    "AnnualRevenue field on Account must exist and be populated for all Accounts."
  ],
  "risks_or_escalations": [
    "Escalation: If a more complex mapping logic is required (e.g., external table, dynamic mapping), this may require custom metadata or objects, which are not in the v1 allowlist.",
    "Escalation: If field-level security must be managed via Profiles, this is out of scope for v1 allowlist."
  ],
  "out_of_allowlist": false,
  "confidence": 1.0,
  "notes": null
}