Account Teams & Preferred Resources

1. Business Summary

Defines preferred resource pools per account/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

• AccountTeamController scoped to roles (e.g., role 14).
• AccountsResource and BrandsResource HABTM-style links.
• AccountAssigneeCombinationStatus tracks triplets (Account/Resource/Assignee) with status.
• Used by selection cron via Plan + Strategy.

5. Sub-Features

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

6. Business Rules

• Role 14 or admin can manage teams (Observed).
• Teams influence default plan in selection.

7. Data Entities

AccountsResource, BrandsResource, AccountAssigneeCombinationStatus, AccountReference.

8. Entry Points

• resources/accountTeam, resources/accountsResources, resources/brandsResources.

9. Inputs & Outputs

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

10. Integrations

• Selection engine, RFR, Pricing.

11. Calculations / Logic

• Filtering at selection time.

12. Status Lifecycle

• AccountAssigneeCombinationStatus enumerated.

13. Permissions

• VM, AM, brand-scoped.

14. Reports & KPIs

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

15. Risks & Observations

• Stale teams may prevent better/cheaper resources from being selected.

16. Source Code Evidence

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