Version: 2.0 (REVISED with Integrity → Authority → Escalation gating)
Date: 2026-02-18
Purpose: Automate 60-70% of Carmee's pathway coordination work (10-18 hrs/week savings)
Expected ROI: ~10,000x (API costs <$50/month, saves ~$3,000/month in Carmee time)
OLD MODEL (v1.0 - WRONG):
Inquiry → Classify to Pathway → Verify Eligibility → Quote
NEW MODEL (v2.0 - CORRECT):
Inquiry → Gate (Integrity/Authority/Escalation) → Unlock Pathways → Route → Quote
Key differences:
What it does:
What it DOESN'T do:
Integration points:
Purpose: Verify Integrity → Authority → Escalation before unlocking pathways
Request:
{
"inquiry_text": "We're a YMCA after-school program serving 200 kids...",
"organization_name": "YMCA of Greater Los Angeles",
"website": "https://ymcala.org",
"email_domain": "ymcala.org",
"contact_name": "Jane Smith",
"contact_email": "jane@ymcala.org",
"context": {
"supervised_use": true,
"educational_setting": true,
"playmaker_present": true,
"purchasing_authority": "site",
"district_intro_sent": false,
"ztag_included_in_thread": false,
"district_reply_received": false,
"monthly_playmaker_commitment": false
}
}
Response:
{
"gates": {
"integrity_pass": true,
"authority_level": "site",
"escalation_verified": false
},
"unlocked_pathways": [1, 2, 3, 4],
"locked_pathways": [5, 7],
"pilot_unlock": "LOCKED",
"pilot_unlock_requirements": [
"Authority level must be 'district' (currently 'site')",
"District introduction must be sent",
"ZTAG must be included in email thread",
"District reply must be received",
"Monthly Playmaker commitment required"
],
"next_action": {
"action": "request_district_escalation",
"message": "Request district introduction via email template",
"reasoning": "Site-level authority detected. Escalate to district for Pilot eligibility."
},
"stop_conditions": [],
"confidence": 0.95
}
Gating Logic:
INTEGRITY GATE (pass/fail):
If integrity fails → STOP (auto-reject, no pathways unlocked)
AUTHORITY GATE (site/district/unknown):
ESCALATION GATE (verified/not verified):
If escalation verified + authority=district + monthly commitment → Pilot unlocks
| Gates Passed | Unlocked Pathways | Notes |
|---|---|---|
| Integrity FAIL | NONE (STOP) | Auto-reject (drop-off/rental/unsupervised) |
| Integrity PASS + Authority=site | 1, 2, 3, 4 | Can quote EDU/Pro pricing, close deals |
| Integrity PASS + Authority=district | 1, 2, 3, 4 | Same as site (Pilot still locked) |
| Integrity PASS + Authority=district + Escalation VERIFIED + Monthly commitment | 1, 2, 3, 4, 6 (Pilot) | Pilot overlay unlocked |
| Operator inquiry (rental-only, exposure) | 5 | Quan approval required (not Carmee) |
| Professional inquiry (FEC, GameTruck) | 7 | Kristin/Quan approval (not Carmee) |
Critical: Pilot (6) is NOT a parallel pathway. It's an overlay on Pathway 1 that unlocks after full gating.
Purpose: Determine which pathway applies AFTER gating (replaces /classify)
Request:
{
"unlocked_pathways": [1, 2, 3, 4],
"organization_type": "nonprofit_501c3",
"program_type": "after_school",
"funding_source": "grant_funded",
"location_type": "in_school"
}
Response:
{
"recommended_pathway": 2,
"pathway_name": "3rd-Party After-School (Nonprofit)",
"pricing_tier": "EDU",
"confidence": 0.9,
"reasoning": "501(c)(3) nonprofit + supervised + in-school → EDU pricing",
"alternate_pathways": [
{
"pathway": 1,
"name": "Grant-Funded School/After-School",
"match_score": 0.7,
"reason": "Could apply if grant-funded directly by district"
}
],
"next_steps": [
"Verify 501(c)(3) status (EIN required)",
"Generate EDU pricing quote",
"Prepare funding packet if grant-funded"
]
}
Routing Logic (only runs if gating passed):
Pathway 1: Grant-Funded School/After-School
Pathway 2: 3rd-Party After-School
Pathway 3: City/Municipal
Pathway 4: Camps
Pathway 5: Operator Partnership (requires Quan approval)
Pathway 6: Pilot Program (Kristin owns, Quan approves)
Pathway 7: Professional/Operators (requires Kristin/Quan approval)
Purpose: Verify 501(c)(3) status, supervision model, website legitimacy
(Same as v1.0 - no changes needed)
Request:
{
"organization_name": "YMCA of Greater Los Angeles",
"ein": "95-1684064",
"website": "https://ymcala.org",
"program_description": "Supervised after-school program with Playmakers leading activities"
}
Response:
{
"nonprofit_status": {
"is_501c3": true,
"ein": "95-1684064",
"organization_name": "YMCA OF GREATER LOS ANGELES",
"source": "IRS Tax Exempt Organization Search",
"verified_at": "2026-02-18T14:30:00Z"
},
"supervision_check": {
"is_supervised": true,
"confidence": 0.9,
"keywords_found": ["supervised", "Playmakers", "after-school program"],
"red_flags": []
},
"website_check": {
"is_legitimate": true,
"organization_type": "nonprofit",
"mission_statement": "To put Christian principles into practice through programs that build healthy spirit, mind, and body for all.",
"educational_mission": true
},
"eligibility_verdict": "APPROVED for EDU pricing (Pathway 2: 501(c)(3) + supervised + educational mission)",
"flags": []
}
Purpose: Calculate pricing, apply discounts, generate quote PDF
(Same as v1.0 - no changes to pricing logic)
Request:
{
"pathway_id": 2,
"buyer_type": "nonprofit_501c3_supervised",
"products": [
{"sku": "ZTAGGER_V3", "quantity": 50},
{"sku": "ZUES_ROUTER", "quantity": 2},
{"sku": "EXTENDED_CARE_12MO", "quantity": 50}
],
"organization_name": "YMCA of Greater Los Angeles",
"contact_name": "Jane Smith",
"contact_email": "jane@ymcala.org"
}
Response:
{
"quote_id": "Q-2026-02-18-001",
"pricing_tier": "EDU",
"line_items": [
{
"sku": "ZTAGGER_V3",
"description": "ZTAGGER v3 Wearable",
"quantity": 50,
"unit_price_edu": 149.00,
"unit_price_msrp": 199.00,
"discount_percent": 25,
"subtotal": 7450.00
},
{
"sku": "ZUES_ROUTER",
"description": "ZUES Control System",
"quantity": 2,
"unit_price_edu": 899.00,
"unit_price_msrp": 1199.00,
"discount_percent": 25,
"subtotal": 1798.00
},
{
"sku": "EXTENDED_CARE_12MO",
"description": "Extended Care 12-Month Subscription",
"quantity": 50,
"unit_price_edu": 49.00,
"unit_price_msrp": 69.00,
"discount_percent": 29,
"subtotal": 2450.00
}
],
"subtotal": 11698.00,
"total": 11698.00,
"quote_pdf_url": "https://ztag.com/quotes/Q-2026-02-18-001.pdf",
"valid_until": "2026-03-18"
}
Purpose: Fill in funding proposal templates (ESSER, ELOP, Title funds)
(Same as v1.0 - no changes needed)
Purpose: Create pathway-specific value proposition one-pager
(Same as v1.0 - no changes needed)
Integrity gate failures:
Changed from v1.0: For-profit inquiries now route to Pathway 5 (Operator Partnership) or Pathway 7 (Professional), not auto-rejected. This is "exposure, not workaround" per governance.
Pilot (Pathway 6) is NOT a parallel pathway.
It's a permissioned overlay on Pathway 1 that unlocks after:
If ANY requirement missing → Pilot stays LOCKED
Pricing: Pilot pricing is NOT "custom" or "typically MSRP". It's negotiated after unlock, requires Kristin/Quan involvement.
Workflow:
(Same as v1.0 - no changes)
Read from Zoho:
Write to Zoho:
Custom field needed: pathway_gates_status (JSON field storing integrity/authority/escalation results)
Build:
Test:
Deploy:
Success metrics:
Build:
(Same as v1.0 - no changes)
Build:
(Same as v1.0 - no changes)
Efficiency:
Business impact:
Governance compliance:
(Same as v1.0 - no changes)
Backend:
(Same as v1.0 - no changes)
Gating logic:
Pricing:
Workflow:
Removed:
Added:
Mental Model Shift:
OLD: "What pathway does this inquiry belong to?"
NEW: "Has this inquiry earned the right to proceed?"
For Quan (Dev work today):
For Carmee (after Phase 1 ready):
For Minnie:
Status: Ready for review. Spec revised with Integrity → Authority → Escalation gating.
Estimated build time:
First priority: Phase 1 (gating + routing + quotes) → Immediate compliance with governance + 3-6 hrs/week savings
File: plans/carmee-pathway-api-spec-v2.md
Created: 2026-02-18
Based on: Integrity → Authority → Escalation gating model + Feb 16 pathways governance