{"tool_id":"ma-key-person-risk","tool_name":"M&A Key Person Risk Assessor","version":"2026.06.kairo-deliverables.v1","generated_at":"2026-06-19T03:29:30.311Z","positioning":{"audience":"Data operators, growth engineers, identity graph owners, and routing teams","business_job":"convert raw context into an executive-ready decision brief","promise":"Transforms 2 structured output sections from M&A Key Person Risk Assessor into a polished report and deck that can move from analysis to approval.","operating_mode":"authenticated execution with human approval before downstream automation"},"quality_gates":["Every visible output field in ToolSpec is mapped to at least one report or deck slot.","Exports keep prompts hidden and expose only operator inputs, result fields, metadata, and source labels.","Human approval remains visible before automation, CRM updates, n8n handoff, or external sharing.","Templates are generated from shared code so new tools inherit the same deliverable standard."],"template":{"format":"pdf","template_name":"KAIRO Board-Ready PDF Report","file_name":"m-a-key-person-risk-assessor-board-report.pdf","export_ready":true,"theme":{"name":"KAIRO Identity Signal Deck","mood":"Fast-moving signal intelligence for identity graph, routing, and enrichment work.","palette":{"canvas":"#120D03","panel":"#1A1307","ink":"#F8FAFC","muted":"#D6D3D1","accent":"#F59E0B","success":"#10B981","warning":"#FBBF24","danger":"#EF4444"},"typography":{"headline":"Inter Tight, 42/46, light","body":"Inter, 13/19, regular","numeric":"Geist Mono, 34/38, medium"},"rules":["Treat freshness, confidence, and source provenance as first-class data.","Use amber only for live signals and timing cues.","Keep enrichment assumptions explicit enough for human approval."]},"total_pages":8,"pages":[{"id":"cover","page_number":1,"title":"M&A Key Person Risk Assessor","audience":"Data operators, growth engineers, identity graph owners, and routing teams","layout":"full-bleed cover with tool icon, sector chip, category, and one-sentence promise","blocks":[{"id":"cover-identity","title":"Report Identity","intent":"Anchor the exported report around the exact KAIRO tool and business job.","visual":"large title lockup with sector accent and source chips","slots":[{"key":"tool.name","label":"Tool Name","source_path":"tool.name","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Use as the report headline.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."},{"key":"tool.category","label":"Category","source_path":"tool.category","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Render as a small uppercase chip.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."},{"key":"tool.description","label":"Description","source_path":"tool.description","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Use as concise supporting copy.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."}],"notes":["Use the tool icon as a small precision mark, not a large illustration.","Keep the cover clean enough for executive forwarding."]}],"footer":"KAIRO AI Revenue OS - generated template - verify before external distribution"},{"id":"executive-snapshot","page_number":2,"title":"Executive Snapshot","audience":"Executive sponsor and decision owner","layout":"one-page summary with decision, confidence, source mix, and next action","blocks":[{"id":"snapshot","title":"Decision Frame","intent":"Give the reader the fastest possible answer before the details.","visual":"left recommendation rail with right metric/source stack","slots":[{"key":"snapshot.promise","label":"Business Promise","source_path":"tool.deliverables.promise","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Transforms 2 structured output sections from M&A Key Person Risk Assessor into a polished report and deck that can move from analysis to approval.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."},{"key":"snapshot.job","label":"Business Job","source_path":"tool.category","field_type":"system","render_as":"system-generated metadata","copy_guidance":"convert raw context into an executive-ready decision brief","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."},{"key":"snapshot.approval","label":"Approval Gate","source_path":"meta.requires_human_approval","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Show that downstream action needs a human approval checkpoint.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."}],"notes":["Lead with what should happen next.","Use source count and section count as supporting proof, not as vanity metrics."]}],"footer":"KAIRO AI Revenue OS - generated template - verify before external distribution"},{"id":"inputs-and-sources","page_number":3,"title":"Inputs And Sources","audience":"Operator, analyst, or automation reviewer","layout":"two-column context matrix with data source provenance","blocks":[{"id":"input-context","title":"Input Context","intent":"Document exactly what the operator provided before the AI run.","visual":"compact two-column input matrix","slots":[{"key":"input.target_company","label":"Target company domain","source_path":"inputs.target_company","field_type":"domain","render_as":"account identity lockup","copy_guidance":"Treat as required context and keep it visible in the brief.","quality_check":"Required input must be present before export.","example_value":"targetco.com"},{"key":"input.deal_type","label":"Deal type","source_path":"inputs.deal_type","field_type":"select","render_as":"segmented choice pill","copy_guidance":"Use when supplied; omit cleanly when empty.","quality_check":"Optional input should not create empty visual space."},{"key":"input.known_leadership","label":"Leadership team you know about","source_path":"inputs.known_leadership","field_type":"textarea","render_as":"long-form context panel","copy_guidance":"Use when supplied; omit cleanly when empty.","quality_check":"Optional input should not create empty visual space.","example_value":"CEO: Jane Smith, founded 2019, ex-Google\nCTO: Bob Chen, original co-founder, no one else knows the architecture\nHead of Sales: Sarah Lee, joined 6 months ago"},{"key":"input.deal_thesis","label":"Why you're buying them (1-2 sentences)","source_path":"inputs.deal_thesis","field_type":"text","render_as":"short narrative block","copy_guidance":"Use when supplied; omit cleanly when empty.","quality_check":"Optional input should not create empty visual space.","example_value":"Acquiring for their ML pipeline IP and the team that built it"}],"notes":["Mask private values before sharing externally.","Show required inputs first, followed by optional context.","Keep blank optional inputs out of exported pages."]},{"id":"data-source-map","title":"Data Source Map","intent":"Show which intelligence systems contributed to the recommendation.","visual":"source pills grouped by local, external, and AI reasoning layers","slots":[{"key":"source.apollo","label":"Apollo","source_path":"tool.data_sources.apollo","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Mark as a source available to the run path.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."},{"key":"source.gnews","label":"Gnews","source_path":"tool.data_sources.gnews","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Mark as a source available to the run path.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."},{"key":"source.claude","label":"Claude","source_path":"tool.data_sources.claude","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Mark as a source available to the run path.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."}],"notes":["Do not claim live data was fetched unless the run endpoint confirms it.","Separate AI reasoning from third-party enrichment in the visual treatment.","Keep source names short enough for mobile previews."]}],"footer":"KAIRO AI Revenue OS - generated template - verify before external distribution"},{"id":"output-score","page_number":4,"title":"Key Person Risk","audience":"Data operators, growth engineers, identity graph owners, and routing teams","layout":"analysis page with recommendation, evidence, and copy-ready fields","blocks":[{"id":"score-body","title":"Key Person Risk","intent":"Show the generated analysis as a structured executive content block.","visual":"two-column insight panel with evidence rail","slots":[{"key":"score.key_person_risk_score","label":"Risk score","source_path":"result.key_person_risk_score","field_type":"score","render_as":"confidence meter","copy_guidance":"Pair the score with a short plain-English interpretation.","quality_check":"Score must fit the 0-100 or 0-1 scale used by the result."},{"key":"score.concentration_risk_summary","label":"Risk summary","source_path":"result.concentration_risk_summary","field_type":"pre","render_as":"monospace evidence block","copy_guidance":"Render as evidence or working notes; keep spacing intact.","quality_check":"Field must render without truncating important business context."}],"notes":["Use AlertTriangle as the section icon when available.","Accent color should follow the section color token: red.","Keep the original generated meaning intact; polish presentation only."]}],"footer":"KAIRO AI Revenue OS - generated template - verify before external distribution"},{"id":"output-people","page_number":5,"title":"Critical People Assessment","audience":"Data operators, growth engineers, identity graph owners, and routing teams","layout":"repeatable card page with ranking and compact labels","blocks":[{"id":"people-body","title":"Critical People Assessment","intent":"Show the generated list as prioritized cards with enough room for action.","visual":"stacked cards with compact labels","slots":[{"key":"people.person","label":"Person","source_path":"result.person","field_type":"text","render_as":"short narrative block","copy_guidance":"Repeat this field consistently for each item in the section.","quality_check":"Repeated cards must not overflow the page or slide."},{"key":"people.risk_type","label":"Risk type","source_path":"result.risk_type","field_type":"badge","render_as":"status pill","copy_guidance":"Repeat this field consistently for each item in the section.","quality_check":"Repeated cards must not overflow the page or slide."},{"key":"people.flight_risk_level","label":"Flight risk","source_path":"result.flight_risk_level","field_type":"badge","render_as":"status pill","copy_guidance":"Repeat this field consistently for each item in the section.","quality_check":"Repeated cards must not overflow the page or slide."},{"key":"people.impact_if_they_leave","label":"Impact if they leave","source_path":"result.impact_if_they_leave","field_type":"pre","render_as":"monospace evidence block","copy_guidance":"Render as evidence or working notes; keep spacing intact.","quality_check":"Repeated cards must not overflow the page or slide."},{"key":"people.retention_recommendation","label":"Retention play","source_path":"result.retention_recommendation","field_type":"text","render_as":"short narrative block","copy_guidance":"Repeat this field consistently for each item in the section.","quality_check":"Repeated cards must not overflow the page or slide."}],"notes":["Use Users as the section icon when available.","Accent color should follow the section color token: amber.","Keep the original generated meaning intact; polish presentation only."]}],"footer":"KAIRO AI Revenue OS - generated template - verify before external distribution"},{"id":"execution-plan","page_number":6,"title":"Execution Plan","audience":"Operator and workflow owner","layout":"three-step action timeline with owner and approval state","blocks":[{"id":"execution-plan","title":"Execution Plan","intent":"Convert the tool output into a concrete operator sequence.","visual":"three-step timeline with owner, action, and approval status","slots":[{"key":"execute.1","label":"Immediate Action","source_path":"result.primary_recommendation","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Use the strongest recommendation from the generated output.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."},{"key":"execute.2","label":"Owner","source_path":"workflow.owner","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Assign to the role most likely to act on this tool.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."},{"key":"execute.3","label":"Human Approval","source_path":"meta.requires_human_approval","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Show approval status before downstream automation.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."}],"notes":["Keep the first action specific enough to paste into a workflow ticket.","Every exported plan should preserve a human approval gate.","If the result is inconclusive, label the next step as validation rather than execution."]}],"footer":"KAIRO AI Revenue OS - generated template - verify before external distribution"},{"id":"risk-controls","page_number":7,"title":"Risk, Controls, And Human Approval","audience":"Admin, RevOps, compliance, or release owner","layout":"control checklist with source, auth, and model routing assumptions","blocks":[{"id":"risk-and-controls","title":"Risk And Controls","intent":"Make deployment, approval, and data assumptions visible before automation.","visual":"control checklist with severity chips","slots":[{"key":"risk.1","label":"Authenticated execution route","source_path":"tool.runtime_controls","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Show the control as a short checklist item.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."},{"key":"risk.2","label":"Third-party enrichment dependency","source_path":"tool.runtime_controls","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Show the control as a short checklist item.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."},{"key":"risk.3","label":"Cloud inference availability","source_path":"tool.runtime_controls","field_type":"system","render_as":"system-generated metadata","copy_guidance":"Show the control as a short checklist item.","quality_check":"Confirm the value is present, human-readable, and not leaking secrets."}],"notes":["This page is for operational review, not legal advice.","Flag missing auth, missing data source, or unavailable model routing before release.","Use amber for attention and red only for blocking risk."]}],"footer":"KAIRO AI Revenue OS - generated template - verify before external distribution"},{"id":"appendix","page_number":8,"title":"Appendix And Template Notes","audience":"Builder, QA reviewer, and automation maintainer","layout":"compact appendix with schema fields and export instructions","blocks":[{"id":"schema-appendix","title":"Schema Coverage","intent":"Prove the template maps every configured output field.","visual":"field coverage table grouped by output section","slots":[{"key":"score.key_person_risk_score","label":"Risk score","source_path":"result.key_person_risk_score","field_type":"score","render_as":"confidence meter","copy_guidance":"Pair the score with a short plain-English interpretation.","quality_check":"Score must fit the 0-100 or 0-1 scale used by the result."},{"key":"score.concentration_risk_summary","label":"Risk summary","source_path":"result.concentration_risk_summary","field_type":"pre","render_as":"monospace evidence block","copy_guidance":"Render as evidence or working notes; keep spacing intact.","quality_check":"Field must render without truncating important business context."},{"key":"people.person","label":"Person","source_path":"result.person","field_type":"text","render_as":"short narrative block","copy_guidance":"Repeat this field consistently for each item in the section.","quality_check":"Repeated cards must not overflow the page or slide."},{"key":"people.risk_type","label":"Risk type","source_path":"result.risk_type","field_type":"badge","render_as":"status pill","copy_guidance":"Repeat this field consistently for each item in the section.","quality_check":"Repeated cards must not overflow the page or slide."},{"key":"people.flight_risk_level","label":"Flight risk","source_path":"result.flight_risk_level","field_type":"badge","render_as":"status pill","copy_guidance":"Repeat this field consistently for each item in the section.","quality_check":"Repeated cards must not overflow the page or slide."},{"key":"people.impact_if_they_leave","label":"Impact if they leave","source_path":"result.impact_if_they_leave","field_type":"pre","render_as":"monospace evidence block","copy_guidance":"Render as evidence or working notes; keep spacing intact.","quality_check":"Repeated cards must not overflow the page or slide."},{"key":"people.retention_recommendation","label":"Retention play","source_path":"result.retention_recommendation","field_type":"text","render_as":"short narrative block","copy_guidance":"Repeat this field consistently for each item in the section.","quality_check":"Repeated cards must not overflow the page or slide."}],"notes":["Every output field in the tool spec should appear exactly once in the appendix.","Use this page for QA before connecting a true binary PDF generator.","Do not expose raw prompts or hidden implementation details."]}],"footer":"KAIRO AI Revenue OS - generated template - verify before external distribution"}],"production_notes":["Designed for PDF rendering engines that support page templates, blocks, slots, and theme tokens.","All visible content is derived from ToolSpec metadata and execution results.","Binary PDF generation can be added behind this contract without changing every tool."]}}