{
  "jira_key": "AN-36",
  "summary": "Account Segment Picklist",
  "approach": "Implement a required custom picklist field 'Account Segment' on Account with values Enterprise, Mid-Market (default), and SMB. Enforce requirement for Customer accounts via a validation rule. Add the field to all Account page layouts. All components are within the v1 allowlist. Out-of-scope items are documented per analyst notes.",
  "metadata_plan": [
    {
      "metadata_type": "CustomField",
      "api_name": "Account_Segment__c",
      "action": "create",
      "object": "Account",
      "notes": "Data type: Picklist; Field label: Account Segment; Picklist values: Enterprise, Mid-Market, SMB; Default value: Mid-Market; Required-at-definition: false (requirement enforced by validation rule, not field-level required)."
    },
    {
      "metadata_type": "ValidationRule",
      "api_name": "Account_Segment_Required_For_Customer",
      "action": "create",
      "object": "Account",
      "notes": "Purpose: Require Account Segment for Customer accounts; Formula: AND(ISPICKVAL(Type, \"Customer\"), ISBLANK(TEXT(Account_Segment__c))); Error message: Account Segment is required for Customer accounts.; Error location: Account_Segment__c field."
    }
  ],
  "dependencies": [
    "Account object must exist with Type field (for Customer identification)."
  ],
  "risks_or_escalations": [
    "Page Layout configuration is not in v1 allowlist and must be escalated (cannot automate via metadata)."
  ],
  "out_of_allowlist": true,
  "confidence": 1.0,
  "notes": null
}