change-risk

Change risk

Uses the salesforce-crm, servicenow-itsm and customer360-correlation skills.

Steps

1. Changes — find the change(s) the user means, or upcoming ones: query(table="change_request", query="short_descriptionLIKE<keyword>^ORdescriptionLIKE<keyword>", fields="number,short_description,description,type,risk,impact,state,start_date,end_date,company", limit=10). ServiceNow risk/impact: 1 High, 2 Medium/Moderate, 3 Low.
2. Exposure — identify affected customers from company and from systems named in the description (e.g. billing, payments, CRM, SSO).
3. Deals — open opportunities for those accounts closing within 60 days: SELECT Account.Name, Name, Amount, StageName, CloseDate FROM Opportunity WHERE IsClosed = false AND Account.Name IN (...) AND CloseDate = NEXT_N_DAYS:60 ORDER BY CloseDate LIMIT 50.
4. Service context — open incidents for the same companies (a change landing on an already unstable customer is higher risk).

Rating

• High: change risk/impact High, or a deal ≥ $250K closes within 14 days of the window, or a P1/P2 incident is open for that customer.
• Medium: deals close within 60 days of the window, or risk/impact Medium.
• Low: otherwise.

Output

Per change: number, summary, window, risk/impact → affected accounts table (Account · Deal · Amount · Close date · Open incidents · Rating) → total pipeline exposed → recommendations (notify account owners, adjust the window, confirm the rollback plan). Do not modify the change request unless the user explicitly asks and confirms.