Account Teams & Preferred Resources — business view

1. Business Summary

Defines preferred resource pools per account or brand, governs default selection plans, and tracks account-resource-assignee combinations with approval status.

2. Business Value

Improves quality and consistency by matching clients with proven resources.

3. Users / Stakeholders

Vendor managers, AMs, PMs.

4. Workflows

• An authorised role manages account teams (preferred resources).
• Account-resource and brand-resource links control selection visibility.
• Approval status on each combination governs auto-selection eligibility.

5. Sub-Features

• Account team assignment.
• Brand-resource pools.
• Combination statuses.

6. Business Rules

• Only specific roles or admins can manage teams.
• Teams influence the default plan in resource selection.

7. Data Entities

Accounts-Resource, Brands-Resource, Account-Assignee Combination Status, Account Reference.

8. Entry Points

• Resource module screens.

9. Inputs & Outputs

• Inputs: account, resource, status.
• Outputs: preferred lists used during selection.

10. Integrations

• Selection engine, RFR, pricing.

11. Calculations / Logic

• Filter at selection time.

12. Status Lifecycle

• Combination statuses (e.g., approved/pending/rejected).

13. Permissions

• VM, AM; brand-scoped.

14. Reports & KPIs

• Coverage (accounts with preferred teams), churn of preferred resources.

15. Risks & Observations

• Stale teams may exclude better/cheaper resources or hide unavailable ones.

16. Source Code Evidence

• app/Plugin/resources/Controller/AccountTeamController.php, AccountsResourcesController.php, BrandsResourcesController.php.