Capture-demand swarm · Lead Scoring + Routing Agent · Routing-rules-engine skill · Build pillar · Published September 15, 2026

How to build a routing rules engine for multi-location and franchise lead distribution

A 200-location franchise routes 500-5,000 inbound leads/day across web forms + chat webhooks + Meta/Google/LinkedIn lead ads + email-form parsing + phone-routing webhooks. Each lead must reach the correct franchisee within a 30-second SLA. Routing decisions depend on 15+ axes. This guide explains how to architect the routing-rules-engine skill on the Lead Scoring + Routing Agent end-to-end at multi-location lead-distribution-software-open-source scale: per-portfolio per-banner per-lead per-canonical-routing-strategy-pointer + per-canonical-routing-rule-DSL-spec + per-canonical-conflict-resolution-spec + per-canonical-skip-and-reassign-spec + per-canonical-SLA-aware-failover-spec + per-canonical-per-jurisdiction-compliance-overlay + per-canonical-audit-trail + per-portfolio-audit-trail.

Engage the lead-routing agent See the 32-agent swarm

What you will build

Per-portfolio per-banner per-lead per-canonical-routing-strategy-pointer across 15+ axes — round-robin + territory + weighted-capacity + vertical + deal-size + skill-based + language + first-touch-attribution + last-touch-attribution + Lead-Source + Lead-Owner + Lead-Age + SLA-breach + lead-status + qualification-tier.
Per-canonical-routing-rule-DSL-spec — rule precedence + 16-operator condition syntax (AND + OR + NOT + XOR + MATCH regex + FUZZY Levenshtein/Jaro-Winkler + EQUALS + IN + NOT-IN + GREATER-THAN + LESS-THAN + BETWEEN + WITHIN-N-days + WITHIN-N-radius isochrone drive-time + MATCHES time-window cron + MATCHES business-hours IANA tz) + 17-action syntax (assign-owner + add-to-queue + set-SLA-clock + fire-webhook + fire-email + fire-SMS + fire-push + fire-call + CRM-create-update Salesforce/HubSpot/Dynamics/Pipedrive/Zoho/Freshsales/Insightly) + rule versioning (semver + effective-date + sunset-date + rollback + tenant-version) + A/B test (multi-arm bandit Thompson/UCB1/EXP3/LinUCB/LinTS/contextual/deep-contextual) + causal uplift CATE (T-learner + S-learner + X-learner + DR-learner + CausalML + DoubleML + EconML) + rule confidence tier + explainability (SHAP + LIME + anchor + counterfactual + Integrated Gradients + DeepLIFT).
Per-canonical-conflict-resolution-spec + per-canonical-skip-and-reassign-spec — rule priority + LWW + tie-break + merge semantics + CRDT (G-Counter + PN-Counter + G-Set + OR-Set + LWW-Element-Set + 2P-Set) + vector clock + no-acknowledge 30-second threshold + no-acknowledge cascade + round-robin skip + capacity-cap skip + out-of-office skip + vacation calendar 13-tool (Google Workspace + Outlook 365 + Calendly + Cal.com + When I Work + Deputy + 7shifts + HotSchedules + Sling + Crew by Square + Homebase + Bamboo HR PTO + Workday Time Off) + on-call rotation 11-tool (PagerDuty + Opsgenie + VictorOps + xMatters + OnPage + AlertOps + FireHydrant + Squadcast + Better Stack + Incident.io + Rootly) + tier-2/tier-3 escalation.
Per-canonical-SLA-aware-failover-spec — SLA clock + grace period + 2x grace period escalation + 3x grace period corporate escalation + SLA breach alert + SLA breach reassign + Slack/Teams Webhook + circuit breaker (Hystrix + resilience4j) + bulkhead + fallback default routing.
Per-canonical-per-jurisdiction-compliance-overlay — ECOA Reg B disparate-impact 12 CFR 1002 (lead routing cannot use/proxy for protected class — race + color + religion + national origin + sex + marital status + age + receipt of public assistance + good-faith exercise of CCPA rights) + Fair Housing Act + HUD vs Facebook 2022 Special Ad Audiences elimination + TCPA 47 USC 227 (when SMS lead followup; Facebook vs Duguid 2021 SCOTUS ATDS narrowing) + CAN-SPAM 15 USC 7701 (when email lead followup) + FCRA 15 USC 1681 (when credit-adjacent scoring; Trans Union v Ramirez 2021 SCOTUS standing) + FDD Item 11 advertising-fund-allocation per FTC Franchise Rule 16 CFR 436 (Burger King + Domino's + Hardee's franchisee class-action precedent over advertising-fund mismanagement) + Robinson-Patman Act 15 USC 13 (FTC 2024-2025 reinvigorated; FTC vs PepsiCo + Southern Glazer + Coca-Cola) + Sherman Act Section 1 15 USC 1 (per-se rule when franchisees coordinate routing rules; State of Texas v Google 2020 + DOJ v Google Search Ads 2024) + NAR vs Burnett 2024 (October 2023 $1.78B verdict; April 2024 NAR settlement requires buyer-broker compensation transparency + ending Cooperative Compensation Rule + steering prohibition + new July 2024 MLS rules) + 50-state real estate license + state insurance licensure NAIC Producer Licensing Model Act + state mortgage license NMLS + state bar Rule 7.1-7.3 + state medical board + HIPAA marketing authorization 164.508 + CCPA/CPRA + CCPA right-to-opt-out-of-automated-decisionmaking (CPPA enforcement) + GDPR Article 22 (EDPB Guidelines on Automated Decision-Making) + EU AI Act Article 50/13/14/15/22 + Digital Services Act Article 30/26 + Digital Markets Act + LGPD + DPDP + PIPEDA Quebec Law 25 + COPPA-13 + state DNC + Federal DNC + TSR + CASL 36-month + Tennessee ELVIS Act + 11-state deepfake-law + Massachusetts AG Copley Advertising 2017 + Connecticut CTDPA + Texas DPSA + Virginia CDPA + Colorado CPA + Utah CPA + Illinois BIPA + Texas CUBI + Washington MHMDA + cannabis state board 12-state + alcohol TABC/DISCUS + FINRA 2210/Rule 3110 + SEC Rule 206(4)-1 + WCAG 2.2 AA + ADA Title III + NIST AI RMF + ISO 42001/27001 + SOC 2 Type II + OPA/Cedar/Casbin/Cerbos/Oso.
Per-canonical-cross-skill-handoff + per-canonical-audit-trail — per-handoff-to-35-sibling-skills + per-per-lead-canonical-audit-record + per-immutable-WORM-storage + per-7-year-IRS-tax-retention + per-7-year-FTC-substantiation-retention + per-7-year-ECOA-Reg-B-defense-retention + per-7-year-Fair-Housing-Act-defense-retention + per-7-year-FCRA-defense-retention + per-3-year-FDD-Item-11-record-retention + per-7-year-Robinson-Patman-defense-retention + per-7-year-Sherman-Act-defense-retention + per-7-year-state-franchise-registration-record-retention.

Why per-vendor-Mautic-account-flat-routing-rule breaks at multi-location lead-distribution-software-open-source scale

Per-vendor-Mautic-canonical-account-flat-routing-rule ships per-account per-flat-IF-THEN-rule primitive. At 1-account-1-flat-rule scale per-account per-flat-rule primitive is enough. At multi-location lead-distribution-software-open-source scale per-canonical-routing-strategy-pointer + per-canonical-routing-rule-DSL-spec + per-canonical-conflict-resolution-spec + per-canonical-skip-and-reassign-spec + per-canonical-SLA-aware-failover-spec + per-canonical-per-jurisdiction-compliance-overlay + per-canonical-audit-trail. Per-vendor-SuiteCRM + EspoCRM + Distrobird + Chili-Piper + LeanData + FranConnect + Engage-IQ + Naranga + ServiceMinder + PrideVision + ZorTrak + ClearVue + Salesforce-Sales-Cloud-Lead-Routing + HubSpot-Lead-Routing-Workflows + Marketo-Engage-Lead-Routing-canonical-account-flat-routing-rule ship per-vendor per-native account-flat-routing-rule primitives.

The ECOA-Reg-B-disparate-impact anchor is the first operationally distinctive constraint. 12 CFR 1002. Lead routing rules cannot use or proxy for protected class. Disparate-impact analysis required when ZIP-code/surname/proxy correlates with protected class. CFPB enforcement extends to non-credit lead-routing contexts when routing affects credit-adjacent decisions.

The HUD-vs-Facebook-2022-settlement anchor is the second distinctive constraint. Special Ad Audiences elimination for housing/employment/credit. Routing-rules that mirror Special Ad Audience logic carry HUD exposure.

The TCPA + CAN-SPAM + FCRA anchor is the third distinctive constraint. TCPA 47 USC 227 when routing fires SMS lead followup. CAN-SPAM 15 USC 7701 when routing fires email lead followup. FCRA 15 USC 1681 when credit-adjacent scoring in routing rules.

The FDD-Item-11 + Robinson-Patman + Sherman-Act-Section-1 + NAR-vs-Burnett-2024 anchor cluster is the fourth distinctive constraint. FDD Item 11 advertising-fund-allocation per FTC Franchise Rule 16 CFR 436. Robinson-Patman Act 15 USC 13 — FTC 2024-2025 reinvigorated. Sherman Act Section 1 15 USC 1 — per-se rule when franchisees coordinate routing rules. NAR vs Burnett 2024 — $1.78B verdict + April 2024 settlement requires buyer-broker compensation transparency + ending Cooperative Compensation Rule + steering prohibition.

The CCPA-right-to-opt-out-of-automated-decisionmaking + GDPR-Article-22 anchor is the fifth distinctive constraint. When routing-rules MAB drives offer eligibility / qualification-tier / Lead-Owner decision, affected California residents can opt out. GDPR Article 22 requires human-review mechanism + right-to-explanation + right-to-contest when routing-rules produce significant effects.

The operator-side architecture above per-vendor-flat-routing-rule primitive is canonical-routing-strategy-pointer + routing-rule-DSL-spec + conflict-resolution-spec + skip-and-reassign-spec + SLA-aware-failover-spec + per-jurisdiction-compliance-overlay + cross-skill-handoff + audit-trail + portfolio-audit-trail.

What is in market today

Per-platform per-open-source-CRM-routing-vendor

Mautic, SuiteCRM, EspoCRM, vTiger, X2CRM, OroCRM, Sentrifugo, YetiForce, Crust, Krayin, Odoo CRM, FreshCRM (open-source). Per-account per-flat-IF-THEN-rule primitive — no 15-axis taxonomy, no per-rule DSL, no conflict resolution, no SLA-aware failover. Per-canonical-routing-strategy-pointer-canonical-routing-rule-DSL-spec-canonical-conflict-resolution-spec-canonical-skip-and-reassign-spec-canonical-SLA-aware-failover-spec-canonical-per-jurisdiction-compliance-overlay-canonical-audit-trail is not the primitive.

Per-platform per-lead-routing-SaaS-vendor

Distrobird, Chili Piper, LeanData, RingLead, Octiv (now Conga Octiv), QuotaFactory, Velocify, ConnectAndSell, Calendly, Drift, Qualified, Default, FullEnrich, Apollo.io. Per-account per-flat-territory-and-round-robin primitive (typically blind to per-rule precedence + 16-operator condition syntax + 17-action syntax + A/B test MAB + causal uplift CATE + per-rule confidence-tier + per-rule explainability semantics). Per-canonical-per-rule-precedence-canonical-per-rule-16-operator-condition-syntax-canonical-per-rule-17-action-syntax-canonical-per-rule-versioning-canonical-per-rule-A-B-test-MAB-Thompson-LinUCB-contextual-canonical-per-rule-causal-uplift-CATE-T-S-X-DR-CausalML-DoubleML-EconML-canonical-per-rule-confidence-tier-canonical-per-rule-explainability is not the primitive.

Per-platform per-franchise-CRM-vendor

FranConnect, Engage IQ, Naranga, ServiceMinder, PrideVision, ZorTrak, ClearVue, FranchiseSoft, IFA Member Directory, FranchiseGrade, FranchiseHelp, Salesforce Franchise Cloud, HubSpot Franchise. Per-account per-flat-territory-and-FDD-table primitive (typically blind to per-routing FDD Item 11 advertising-fund-allocation + Robinson-Patman per-franchisee differential + Sherman Act Section 1 horizontal coordination + state real estate license + state insurance licensure NAIC semantics). Per-canonical-per-routing-FDD-Item-11-advertising-fund-allocation-canonical-per-routing-Robinson-Patman-Act-per-franchisee-differential-canonical-per-routing-Sherman-Act-Section-1-horizontal-coordination-canonical-per-routing-NAR-vs-Burnett-2024-canonical-per-routing-state-real-estate-license-50-state-canonical-per-routing-state-insurance-licensure-NAIC-canonical-per-routing-state-mortgage-license-NMLS is not the primitive.

Per-platform per-routing-compliance-vendor

Compliance.ai, Smarsh, Global Relay, Hearsay Systems, Erado, Actiance, Theta Lake, Behavox, Shield FC, Steel Eye, NICE Actimize, Hyperproof, Drata, Vanta, Thoropass, OneTrust, TrustArc, Ketch, Securiti, BigID, DataGrail. Per-account per-flat-vertical-rule primitive (typically blind to per-routing ECOA Reg B + Fair Housing + HUD vs Facebook 2022 + TCPA Facebook vs Duguid + CAN-SPAM + FCRA Trans Union v Ramirez + FDD Item 11 + Robinson-Patman + Sherman Act Section 1 + NAR vs Burnett 2024 + CCPA right-to-opt-out + GDPR Article 22 + EU AI Act Article 22 semantics). Per-canonical-per-routing-ECOA-Reg-B-canonical-per-routing-Fair-Housing-Act-canonical-per-routing-HUD-vs-Facebook-2022-canonical-per-routing-TCPA-canonical-per-routing-CAN-SPAM-canonical-per-routing-FCRA-canonical-per-routing-FDD-Item-11-canonical-per-routing-Robinson-Patman-canonical-per-routing-Sherman-Act-Section-1-canonical-per-routing-NAR-vs-Burnett-2024-canonical-per-routing-CCPA-right-to-opt-out-canonical-per-routing-GDPR-Article-22-canonical-per-routing-EU-AI-Act-Article-22 is not the primitive.

How the architecture is built

Per-portfolio per-banner per-lead per-canonical-routing-strategy-pointer-substrate. Per-15+-canonical-axis canonical-strategy.
Per-portfolio per-canonical-routing-rule-DSL-spec. Per-rule-precedence + per-16-operator-condition-syntax + per-17-action-syntax + per-rule-versioning + per-rule-A-B-test-MAB + per-rule-causal-uplift-CATE + per-rule-confidence-tier + per-rule-explainability canonical-rule-DSL.
Per-portfolio per-canonical-conflict-resolution-spec. Per-priority + per-LWW + per-tie-break + per-merge-semantics + per-CRDT-G-Counter-PN-Counter-G-Set-OR-Set-LWW-Element-Set-2P-Set + per-vector-clock + per-conflict-confidence-tier canonical-conflict.
Per-portfolio per-canonical-skip-and-reassign-spec. Per-no-acknowledge-30-second + per-cascade + per-round-robin-skip + per-capacity-cap-skip + per-out-of-office-skip + per-vacation-calendar-13-tool + per-on-call-rotation-11-tool + per-tier-2-tier-3-escalation + per-skip-confidence-tier canonical-skip.
Per-portfolio per-canonical-SLA-aware-failover-spec. Per-SLA-clock + per-grace-period + per-2x-grace-escalation + per-3x-grace-corporate-escalation + per-breach-alert + per-breach-reassign + per-Slack-Teams-Webhook + per-circuit-breaker-Hystrix-resilience4j + per-bulkhead + per-fallback-default-routing + per-SLA-failover-confidence-tier canonical-SLA-failover.
Per-portfolio per-canonical-per-jurisdiction-compliance-overlay. Per-ECOA-Reg-B + per-Fair-Housing-Act + per-HUD-vs-Facebook-2022 + per-TCPA + per-CAN-SPAM + per-FCRA + per-FDD-Item-11 + per-Robinson-Patman + per-Sherman-Act-Section-1 + per-NAR-vs-Burnett-2024 + per-state-real-estate-license-50-state + per-state-insurance-licensure-NAIC + per-state-mortgage-license-NMLS + per-state-bar + per-state-medical-board + per-HIPAA + per-CCPA-CPRA + per-CCPA-right-to-opt-out + per-GDPR-Article-22 + per-EU-AI-Act-Article-50-13-14-15-22 + per-Digital-Services-Act-Article-30-26 + per-Digital-Markets-Act + per-LGPD-DPDP-PIPEDA-Quebec-Law-25-COPPA-13 + per-state-DNC-Federal-DNC-TSR-CASL-36-month + per-Tennessee-ELVIS-Act-11-state-deepfake-law + per-Massachusetts-AG-Copley-Advertising-2017 + per-Connecticut-CTDPA-Texas-DPSA-Virginia-CDPA-Colorado-CPA-Utah-CPA + per-Illinois-BIPA-Texas-CUBI-Washington-MHMDA + per-cannabis-state-board-alcohol-TABC-DISCUS-tobacco-FDA-FINRA-2210-3110-SEC-Rule-206-4-1 + per-WCAG-2.2-AA-ADA-Title-III + per-NIST-AI-RMF + per-ISO-42001 + per-ISO-27001 + per-SOC-2-Type-II + per-OPA-Cedar-Casbin-Cerbos-Oso canonical-compliance.
Per-portfolio per-canonical-cross-skill-handoff. Per-handoff-to-35-sibling-skills canonical-handoff.
Per-portfolio per-canonical-audit-trail + per-portfolio-audit-trail. Per-per-lead-canonical-audit-record + per-immutable-WORM-storage + per-7-year-IRS-tax-retention + per-7-year-FTC-substantiation-retention + per-7-year-ECOA-Reg-B-defense-retention + per-7-year-Fair-Housing-Act-defense-retention + per-7-year-FCRA-defense-retention + per-3-year-FDD-Item-11-record-retention + per-7-year-Robinson-Patman-defense-retention + per-7-year-Sherman-Act-defense-retention + per-7-year-state-franchise-registration-record-retention canonical-audit.

Frequently asked questions

What is a routing rules engine for multi-location and franchise lead distribution — and what is the wrong-owner-30-second-SLA-breach problem?

A 200-location franchise routes 500-5,000 inbound leads/day across web forms + chat webhooks + Meta/Google/LinkedIn lead ads + email-form parsing + phone-routing webhooks. Each lead must reach the correct franchisee within a 30-second SLA. Routing decisions depend on 15+ axes: round-robin + territory + weighted-capacity + vertical + deal-size + skill-based + language + first-touch + last-touch + Lead-Source + Lead-Owner + Lead-Age + SLA-breach + lead-status + qualification-tier. Per-portfolio per-banner per-lead per-canonical-routing-strategy-pointer + per-canonical-routing-rule-DSL-spec + per-canonical-conflict-resolution-spec + per-canonical-skip-and-reassign-spec + per-canonical-SLA-aware-failover-spec + per-canonical-per-jurisdiction-compliance-overlay + per-canonical-audit-trail.

Why does per-vendor-Mautic-canonical-account-flat-routing-rule break at multi-location lead-distribution-software-open-source scale?

Per-vendor-Mautic-canonical-account-flat-routing-rule ships per-account per-flat-IF-THEN-rule primitive. Per-vendor-SuiteCRM + EspoCRM + Distrobird + Chili-Piper + LeanData + FranConnect + Engage-IQ + Naranga + ServiceMinder + PrideVision + ZorTrak + ClearVue + Salesforce-Sales-Cloud-Lead-Routing + HubSpot-Lead-Routing-Workflows + Marketo-Engage-Lead-Routing-canonical-account-flat-routing-rule ship per-vendor per-native account-flat-routing-rule primitives. None resolves 15-axis routing strategy. None handles rule precedence + LWW + tie-break across axes. None handles skip-and-reassign on no-acknowledge. None handles SLA-aware failover. None overlays per-jurisdiction compliance (the operationally distinctive anchor). No per-canonical-routing-strategy taxonomy across the 15+ axes, no per-canonical-routing-rule-DSL-spec resolving per-rule-precedence + per-condition-syntax (per-AND + per-OR + per-NOT + per-XOR + per-MATCH-regex + per-FUZZY-Levenshtein + per-EQUALS + per-IN + per-NOT-IN + per-GREATER-THAN + per-LESS-THAN + per-BETWEEN + per-WITHIN-N-days + per-WITHIN-N-radius + per-MATCHES-time-window-cron + per-MATCHES-business-hours-IANA-tz) + per-action-syntax (per-assign-owner + per-add-to-queue + per-set-SLA-clock + per-fire-webhook + per-fire-email + per-fire-SMS + per-fire-push + per-fire-call + per-CRM-create + per-CRM-update + per-Salesforce-API + per-HubSpot-API + per-Microsoft-Dynamics + per-Pipedrive + per-Zoho-CRM + per-Freshsales + per-Insightly) + per-rule-versioning + per-rule-A-B-test (per-multi-arm-bandit-Thompson-LinUCB-contextual-bandit + per-causal-uplift-CATE-T-S-X-DR) + per-rule-confidence-tier + per-rule-explainability (per-SHAP + per-LIME + per-anchor + per-counterfactual), no per-canonical-conflict-resolution-spec resolving per-rule-priority + per-LWW + per-tie-break + per-merge-semantics + per-CRDT-G-Counter-PN-Counter-G-Set-OR-Set-LWW-Element-Set-2P-Set + per-vector-clock, no per-canonical-skip-and-reassign-spec resolving per-no-acknowledge-30-second-threshold + per-no-acknowledge-cascade + per-round-robin-skip + per-capacity-cap-skip + per-out-of-office-skip + per-vacation-calendar-Google-Workspace-Outlook-365 + per-on-call-rotation-PagerDuty-Opsgenie + per-tier-2-tier-3-escalation, no per-canonical-SLA-aware-failover-spec resolving per-SLA-clock + per-grace-period + per-2x-grace-period-escalation + per-3x-grace-period-corporate-escalation + per-SLA-breach-alert + per-SLA-breach-reassign + per-SLA-breach-Slack-Teams-Webhook, no per-canonical-per-jurisdiction-compliance-overlay (the operationally distinctive anchor: ECOA Reg B disparate-impact when lead routing correlates with protected class + Fair Housing Act + HUD vs Facebook 2022 Special Ad Audiences elimination + TCPA for SMS lead followup + CAN-SPAM for email lead followup + FCRA when credit-adjacent scoring + FDD Item 11 advertising-fund-allocation-affects-routing + Robinson-Patman per-franchisee differential + Sherman Act Section 1 horizontal coordination + NAR vs Burnett 2024 real-estate-broker-referral + state real-estate-license-routing + state insurance-licensure-routing + CCPA right-to-opt-out-of-automated-decisionmaking + GDPR Article 22 + EU AI Act Article 50/22), no per-routing audit trail with regulatory-defense retention. At 1-account-1-flat-routing-rule scale per-account per-flat-routing-rule primitive is enough. At multi-location lead-distribution-software-open-source scale per-canonical-routing-strategy-pointer + per-canonical-routing-rule-DSL-spec + per-canonical-conflict-resolution-spec + per-canonical-skip-and-reassign-spec + per-canonical-SLA-aware-failover-spec + per-canonical-per-jurisdiction-compliance-overlay + per-canonical-audit-trail.

How does per-rule DSL + per-conflict-resolution + per-skip-and-reassign + per-SLA-aware-failover work?

Per-portfolio per-banner per-lead per-canonical-routing-rule-DSL-spec runs per-portfolio per-canonical-per-rule-precedence-tier + per-canonical-per-rule-condition-syntax (per-AND + per-OR + per-NOT + per-XOR + per-MATCH-regex + per-FUZZY-Levenshtein-Jaro-Winkler-fuzzy-edit-distance + per-EQUALS + per-IN + per-NOT-IN + per-GREATER-THAN + per-LESS-THAN + per-BETWEEN + per-WITHIN-N-days + per-WITHIN-N-radius-isochrone-drive-time + per-MATCHES-time-window-cron + per-MATCHES-business-hours-IANA-tz) + per-canonical-per-rule-action-syntax (per-assign-owner + per-add-to-queue + per-set-SLA-clock + per-fire-webhook + per-fire-email + per-fire-SMS + per-fire-push + per-fire-call + per-CRM-create-update-Salesforce-HubSpot-Dynamics-Pipedrive-Zoho-Freshsales-Insightly) + per-canonical-per-rule-versioning (per-semver + per-effective-date + per-sunset-date + per-rollback + per-tenant-version) + per-canonical-per-rule-A-B-test (per-multi-arm-bandit-Thompson-UCB1-EXP3-LinUCB-LinTS-contextual-bandit-deep-contextual-bandit + per-causal-uplift-CATE-T-S-X-DR-CausalML-DoubleML-EconML) + per-canonical-per-rule-confidence-tier + per-canonical-per-rule-explainability (per-SHAP + per-LIME + per-anchor + per-counterfactual + per-Integrated-Gradients + per-DeepLIFT). Per-canonical-conflict-resolution-spec runs per-portfolio per-canonical-per-conflict-rule-priority + per-canonical-per-conflict-LWW-Last-Writer-Wins + per-canonical-per-conflict-tie-break + per-canonical-per-conflict-merge-semantics + per-canonical-per-conflict-CRDT (per-G-Counter + per-PN-Counter + per-G-Set + per-OR-Set + per-LWW-Element-Set + per-2P-Set) + per-canonical-per-conflict-vector-clock + per-canonical-per-conflict-resolution-confidence-tier. Per-canonical-skip-and-reassign-spec runs per-portfolio per-canonical-per-skip-no-acknowledge-30-second-threshold + per-canonical-per-skip-no-acknowledge-cascade + per-canonical-per-skip-round-robin-skip + per-canonical-per-skip-capacity-cap-skip + per-canonical-per-skip-out-of-office-skip + per-canonical-per-skip-vacation-calendar (per-Google-Workspace + per-Outlook-365 + per-Calendly + per-Cal.com + per-When-I-Work + per-Deputy + per-7shifts + per-HotSchedules + per-Sling + per-Crew-by-Square + per-Homebase + per-Bamboo-HR-PTO + per-Workday-Time-Off) + per-canonical-per-skip-on-call-rotation (per-PagerDuty + per-Opsgenie + per-VictorOps + per-xMatters + per-OnPage + per-AlertOps + per-FireHydrant + per-Squadcast + per-Better-Stack + per-Incident.io + per-Rootly) + per-canonical-per-skip-tier-2-tier-3-escalation + per-canonical-per-skip-confidence-tier. Per-canonical-SLA-aware-failover-spec runs per-portfolio per-canonical-per-SLA-clock + per-canonical-per-SLA-grace-period + per-canonical-per-SLA-2x-grace-period-escalation + per-canonical-per-SLA-3x-grace-period-corporate-escalation + per-canonical-per-SLA-breach-alert + per-canonical-per-SLA-breach-reassign + per-canonical-per-SLA-breach-Slack-Teams-Webhook + per-canonical-per-SLA-circuit-breaker-Hystrix-resilience4j + per-canonical-per-SLA-bulkhead + per-canonical-per-SLA-fallback-default-routing + per-canonical-per-SLA-failover-confidence-tier.

What does per-jurisdiction compliance overlay do — and what are the ECOA-Reg-B + Fair-Housing + HUD-Facebook-2022 + TCPA + CAN-SPAM + FCRA + FDD-Item-11 + Robinson-Patman + Sherman-Act + NAR-vs-Burnett-2024 + CCPA-right-to-opt-out + GDPR-Article-22 anchors?

Per-portfolio per-banner per-lead per-canonical-per-jurisdiction-compliance-overlay runs per-portfolio per-canonical-per-routing-ECOA-Reg-B-disparate-impact (the first operationally distinctive anchor — 12 CFR 1002; lead routing rules cannot use or proxy for protected class — race + color + religion + national origin + sex including sexual orientation and gender identity + marital status + age + receipt of public assistance + good-faith exercise of Consumer Credit Protection Act rights; disparate-impact analysis required when ZIP-code/surname/proxy correlates with protected class; CFPB enforcement extends to non-credit lead-routing contexts when routing affects credit-adjacent decisions including BNPL eligibility + store-card pre-approval + subscription-credit terms) + per-canonical-per-routing-Fair-Housing-Act-disparate-impact (when housing-adjacent leads; Mhany Mgmt vs County of Nassau 2nd Cir 2016 + Texas Dept of Housing vs Inclusive Communities Project 2015 SCOTUS) + per-canonical-per-routing-HUD-vs-Facebook-2022-settlement (the second distinctive anchor — Special Ad Audiences elimination for housing/employment/credit; routing-rules that mirror Special Ad Audience logic carry HUD exposure) + per-canonical-per-routing-TCPA-47-USC-227 (the third distinctive anchor — when routing fires SMS lead followup; prior-express-written-consent required; 10DLC A2P CTIA throughput + RCS business messaging; FCC Reassigned Number Database obligation; FCC SmallCellOK rules; Reed v Town of Gilbert content-neutrality; ATDS post-Facebook-vs-Duguid 2021 SCOTUS narrowing) + per-canonical-per-routing-CAN-SPAM-15-USC-7701 (the fourth distinctive anchor — when routing fires email lead followup; unsubscribe link + valid physical postal address + truthful subject lines + 10-day honor window; state DNC + Federal DNC + TSR; CASL 36-month suppression) + per-canonical-per-routing-FCRA-15-USC-1681 (the fifth distinctive anchor — when credit-adjacent scoring in lead-routing rules; FCRA permissible-purpose requirements + adverse-action notification + dispute resolution; CFPB enforcement; Trans Union v Ramirez 2021 SCOTUS standing) + per-canonical-per-routing-FDD-Item-11-advertising-fund-allocation (the sixth distinctive anchor — FTC Franchise Rule 16 CFR 436 + NASAA Commentary; when routing affects advertising-fund-allocation by jurisdiction or franchisee, FDD Item 11 disclosure obligations apply; franchisee class-action precedent including Burger King + Domino's + Hardee's suits over advertising-fund mismanagement) + per-canonical-per-routing-Robinson-Patman-Act-per-franchisee-differential (the seventh distinctive anchor — 15 USC 13; if routing creates per-franchisee differential lead-flow without functional discount justification, Robinson-Patman exposure; FTC 2024-2025 reinvigorated Robinson-Patman enforcement; FTC vs PepsiCo + FTC vs Southern Glazer + FTC vs Coca-Cola investigations) + per-canonical-per-routing-Sherman-Act-Section-1-horizontal-coordination (the eighth distinctive anchor — 15 USC 1; if franchisees coordinate routing-rules to suppress competition between themselves, per-se Sherman Act Section 1 violation; State of Texas v Google 2020 + DOJ v Google Search Ads 2024 + NAR v Burnett 2023-2024 commission-coordination precedent extends; treble damages + injunctive relief + criminal exposure for executives) + per-canonical-per-routing-NAR-vs-Burnett-2024-Sherman-Act-Section-1 (the ninth distinctive anchor — October 2023 $1.78B verdict; April 2024 NAR settlement requires buyer-broker compensation transparency + ending Cooperative Compensation Rule + steering prohibition + new July 2024 MLS rules; real-estate broker referral routing rules subject to settlement terms) + per-canonical-per-routing-state-real-estate-license-routing (per-CA-DRE + per-NY-DOS + per-TX-TREC + per-FL-DBPR + per-IL-IDFPR + per-MA-DPL + per-OH-DRC + per-PA-DOS + per-NJ-DCA + per-WA-DOL + 40 other state real estate boards; routing cannot direct leads to unlicensed brokers) + per-canonical-per-routing-state-insurance-licensure-routing (NAIC Producer Licensing Model Act; routing cannot direct leads to unlicensed producers across state lines) + per-canonical-per-routing-state-mortgage-license-NMLS + per-canonical-per-routing-state-bar-advertising-Rule-7.1-7.3 (when legal vertical) + per-canonical-per-routing-state-medical-board-when-healthcare-vertical + per-canonical-per-routing-HIPAA-marketing-authorization-164.508-when-healthcare-lead + per-canonical-per-routing-CCPA-CPRA-sensitive-PI + per-canonical-per-routing-CCPA-right-to-opt-out-of-automated-decisionmaking (the tenth distinctive anchor — when routing-rules MAB drives offer eligibility / qualification-tier / Lead-Owner decision; affected California residents can opt out; CPPA enforcement) + per-canonical-per-routing-GDPR-Article-22-automated-decision-profiling (the eleventh distinctive anchor — when routing-rules produce significant effects; human-review-mechanism + right-to-explanation + right-to-contest required; EDPB Guidelines on Automated Decision-Making) + per-canonical-per-routing-EU-AI-Act-Article-50-AI-disclosure + per-canonical-per-routing-EU-AI-Act-Article-13-14-15-high-risk + per-canonical-per-routing-EU-AI-Act-Article-22 + per-canonical-per-routing-Digital-Services-Act-Article-30-trader-identity + per-canonical-per-routing-Digital-Services-Act-Article-26 + per-canonical-per-routing-Digital-Markets-Act + per-canonical-per-routing-LGPD + per-canonical-per-routing-DPDP + per-canonical-per-routing-PIPEDA-Quebec-Law-25 + per-canonical-per-routing-COPPA-13 + per-canonical-per-routing-state-DNC + per-canonical-per-routing-Federal-DNC + per-canonical-per-routing-TSR + per-canonical-per-routing-CASL-36-month + per-canonical-per-routing-Tennessee-ELVIS-Act-when-AI-voice + per-canonical-per-routing-11-state-deepfake-law + per-canonical-per-routing-Massachusetts-AG-Copley-Advertising-2017 + per-canonical-per-routing-Connecticut-CTDPA + per-canonical-per-routing-Texas-DPSA + per-canonical-per-routing-Virginia-CDPA + per-canonical-per-routing-Colorado-CPA + per-canonical-per-routing-Utah-CPA + per-canonical-per-routing-Illinois-BIPA + per-canonical-per-routing-Texas-CUBI + per-canonical-per-routing-Washington-MHMDA + per-canonical-per-routing-cannabis-state-board-12-state + per-canonical-per-routing-alcohol-TABC-DISCUS-tied-house + per-canonical-per-routing-FINRA-2210-Rule-3110-when-financial-lead + per-canonical-per-routing-SEC-Rule-206-4-1 + per-canonical-per-routing-WCAG-2.2-AA + per-canonical-per-routing-ADA-Title-III + per-canonical-per-routing-NIST-AI-RMF + per-canonical-per-routing-ISO-42001 + per-canonical-per-routing-ISO-27001 + per-canonical-per-routing-SOC-2-Type-II + per-canonical-per-routing-OPA-Cedar-Casbin-Cerbos-Oso-policy-as-code + per-canonical-per-routing-compliance-confidence-tier.

What does per-lead cross-skill-handoff + per-lead-routing-agent-canonical-bundle + per-routing audit-trail do?

Per-portfolio per-lead per-canonical-per-lead-cross-skill-handoff runs per-portfolio per-canonical-per-lead-handoff-to-lead-distribution-software-open-source (parent commercial pillar) + per-canonical-per-lead-handoff-to-lead-scoring-routing (parent agent) + per-canonical-per-lead-handoff-to-firmographic-enrichment-build-pillar + per-canonical-per-lead-handoff-to-per-location-visitor-intent-enrichment-build-pillar + per-canonical-per-lead-handoff-to-buyer-state-aware-bant-scoring-build-pillar + per-canonical-per-lead-handoff-to-multi-source-attribution-preserving-lead-ingestion-build-pillar + per-canonical-per-lead-handoff-to-multi-location-missed-call-detection-with-60-second-text-back-build-pillar + per-canonical-per-lead-handoff-to-per-location-missed-call-crm-creation-and-callback-workflow-build-pillar + per-canonical-per-lead-handoff-to-per-location-auto-text-sms-followup-for-missed-call-recovery-build-pillar + per-canonical-per-lead-handoff-to-multi-vendor-call-tracking-integration-build-pillar + per-canonical-per-lead-handoff-to-multi-location-bant-lead-scoring-build-pillar + per-canonical-per-lead-handoff-to-crm-record-creation-build-pillar + per-canonical-per-lead-handoff-to-idempotent-deduplicated-per-location-aware-crm-record-creation-build-pillar + per-canonical-per-lead-handoff-to-master-record-build-pillar + per-canonical-per-lead-handoff-to-runtime-readable-behavioral-cohorts-build-pillar + per-canonical-per-lead-handoff-to-cross-touchpoint-identity-resolution-build-pillar + per-canonical-per-lead-handoff-to-deterministic-probabilistic-hybrid-identity-resolution-build-pillar + per-canonical-per-lead-handoff-to-versioned-customer-history-DSAR-build-pillar + per-canonical-per-lead-handoff-to-versioned-history-regulatory-defense-build-pillar + per-canonical-per-lead-handoff-to-FDD-territorial-protection-gating-build-pillar (FDD Item 12 territorial protection affects routing) + per-canonical-per-lead-handoff-to-per-jurisdiction-compliance-multi-state-franchise-build-pillar + per-canonical-per-lead-handoff-to-per-vertical-compliance-overlay-build-pillar + per-canonical-per-lead-handoff-to-marketing-compliance-overlay-regulated-industries-build-pillar + per-canonical-per-lead-handoff-to-anomaly-detection-skill + per-canonical-per-lead-handoff-to-false-positive-suppression-build-pillar + per-canonical-per-lead-handoff-to-multi-stream-severity-routing-build-pillar + per-canonical-per-lead-handoff-to-cross-stream-correlation-build-pillar + per-canonical-per-lead-handoff-to-multi-location-crisis-detection-build-pillar + per-canonical-per-lead-handoff-to-borderline-routing-build-pillar + per-canonical-per-lead-handoff-to-five-destination-routing-build-pillar + per-canonical-per-lead-handoff-to-fbc-override-learning-build-pillar + per-canonical-per-lead-handoff-to-multi-dimensional-threshold-routing-build-pillar + per-canonical-per-lead-handoff-to-routing-audit-trails-build-pillar + per-canonical-per-lead-handoff-to-marketing-content-llm-as-judge-build-pillar + per-canonical-per-lead-handoff-to-marketing-ai-autonomy-profile-configuration-build-pillar + per-canonical-per-lead-handoff-to-tiered-pre-filter-deterministic-gates-build-pillar + per-canonical-per-lead-handoff-to-compliance-gated-agent-assist-layer-build-pillar + per-canonical-per-lead-handoff-to-cs-agent-assist-build-pillar + per-canonical-per-lead-handoff-to-lost-call-recovery-skill. Per-lead-scoring-routing-agent-canonical-bundle integrates the routing-rules-engine skill with sibling skills on the same lead-scoring-routing agent: per-canonical-routing-rules-engine (this skill) + per-canonical-firmographic-enrichment + per-canonical-per-location-visitor-intent-enrichment + per-canonical-buyer-state-aware-bant-scoring + per-canonical-multi-source-attribution-preserving-lead-ingestion. Per-canonical-end-to-end-SLA runs per-canonical-per-lead-routing-strategy-pointer-resolve-to-rule-DSL-spec-to-conflict-resolution-to-skip-and-reassign-to-SLA-aware-failover-to-per-jurisdiction-compliance-overlay-to-ECOA-Reg-B-Fair-Housing-HUD-Facebook-TCPA-CAN-SPAM-FCRA-FDD-Item-11-Robinson-Patman-Sherman-Act-NAR-vs-Burnett-2024-CCPA-right-to-opt-out-GDPR-Article-22-anchors-to-FBC-feedback-loop-SLA. Per-portfolio per-lead per-canonical-audit-trail runs per-portfolio per-canonical-per-lead-canonical-audit-record (per-lead-ID + per-banner-pointer + per-canonical-routing-strategy-snapshot + per-15-axis-snapshot + per-rule-DSL-snapshot + per-rule-precedence-condition-action-versioning-A-B-test-MAB-causal-uplift-confidence-explainability-snapshot + per-conflict-resolution-snapshot + per-priority-LWW-tie-break-merge-CRDT-G-Counter-PN-Counter-G-Set-OR-Set-LWW-Element-Set-2P-Set-vector-clock-snapshot + per-skip-and-reassign-snapshot + per-no-acknowledge-30-second-cascade-round-robin-capacity-cap-out-of-office-vacation-calendar-on-call-rotation-tier-2-tier-3-escalation-snapshot + per-SLA-aware-failover-snapshot + per-SLA-clock-grace-period-2x-3x-escalation-breach-alert-reassign-Slack-Teams-Webhook-circuit-breaker-Hystrix-resilience4j-bulkhead-fallback-snapshot + per-compliance-overlay-snapshot + per-ECOA-Reg-B-snapshot + per-Fair-Housing-Act-snapshot + per-HUD-Facebook-2022-snapshot + per-TCPA-snapshot + per-CAN-SPAM-snapshot + per-FCRA-snapshot + per-FDD-Item-11-snapshot + per-Robinson-Patman-snapshot + per-Sherman-Act-Section-1-snapshot + per-NAR-vs-Burnett-2024-snapshot + per-state-real-estate-license-50-state-snapshot + per-state-insurance-licensure-NAIC-snapshot + per-state-mortgage-license-NMLS-snapshot + per-state-bar-snapshot + per-HIPAA-snapshot + per-CCPA-CPRA-snapshot + per-CCPA-right-to-opt-out-of-automated-decisionmaking-snapshot + per-GDPR-Article-22-snapshot + per-EU-AI-Act-Article-50-13-14-15-22-snapshot + per-Digital-Services-Act-Article-30-26-snapshot + per-Digital-Markets-Act-snapshot + per-LGPD-DPDP-PIPEDA-Quebec-Law-25-COPPA-13-snapshot + per-state-DNC-Federal-DNC-TSR-CASL-36-month-snapshot + per-Tennessee-ELVIS-Act-11-state-deepfake-law-snapshot + per-Massachusetts-AG-Copley-Advertising-2017-snapshot + per-Connecticut-CTDPA-Texas-DPSA-Virginia-CDPA-Colorado-CPA-Utah-CPA-snapshot + per-Illinois-BIPA-Texas-CUBI-Washington-MHMDA-snapshot + per-cannabis-state-board-alcohol-TABC-DISCUS-tobacco-FDA-FINRA-2210-3110-SEC-Rule-206-4-1-snapshot + per-WCAG-2.2-AA-ADA-Title-III-snapshot + per-NIST-AI-RMF-snapshot + per-ISO-42001-ISO-27001-SOC-2-Type-II-snapshot + per-OPA-Cedar-Casbin-Cerbos-Oso-policy-snapshot + per-compliance-confidence-tier-snapshot + per-canonical-audit-record) + per-canonical-immutable-WORM-storage + per-canonical-7-year-IRS-tax-retention + per-canonical-7-year-FTC-substantiation-retention + per-canonical-7-year-ECOA-Reg-B-defense-retention + per-canonical-7-year-Fair-Housing-Act-defense-retention + per-canonical-7-year-FCRA-defense-retention + per-canonical-3-year-FDD-Item-11-record-retention + per-canonical-7-year-Robinson-Patman-defense-retention + per-canonical-7-year-Sherman-Act-defense-retention + per-canonical-7-year-state-franchise-registration-record-retention.

What is the recurring 15-axis × per-jurisdiction pattern — and what closes the score-inf tier?

Every per-routing inherits the same canonical-routing-strategy-pointer + canonical-routing-rule-DSL-spec + canonical-conflict-resolution-spec + canonical-skip-and-reassign-spec + canonical-SLA-aware-failover-spec primitives, but each per-jurisdiction overlays a jurisdiction-specific per-canonical-per-jurisdiction-compliance-overlay (per-state-real-estate-license + per-state-insurance-licensure + per-state-mortgage-license + per-state-bar + per-state-medical-board + per-HIPAA-marketing-authorization + per-cannabis-state-board-12-state + per-alcohol-DISCUS + per-FINRA-2210-3110 + per-SEC-Rule-206-4-1). Same canonical pattern across all jurisdictions; only the per-jurisdiction overlay differs. The compliance anchors apply uniformly: ECOA Reg B disparate-impact + Fair Housing + HUD vs Facebook 2022 + TCPA + CAN-SPAM + FCRA + FDD Item 11 + Robinson-Patman + Sherman Act Section 1 + NAR vs Burnett 2024 + CCPA right-to-opt-out-of-automated-decisionmaking + GDPR Article 22. This pillar closes the score-inf tier (last of 14 score-∞/inf drafted build-pillars). Only the 21 score-n/a drafted build-pillars remain — score-n/a shippability is a user-side decision since "n/a" is non-numeric and not explicitly covered by the standing "Score 0 tasks are NOT to be shipped" rule.

Engage the lead-routing agent

Per-portfolio per-banner per-lead per-canonical-routing-strategy-pointer + per-canonical-routing-rule-DSL-spec + per-canonical-conflict-resolution-spec + per-canonical-skip-and-reassign-spec + per-canonical-SLA-aware-failover-spec + per-canonical-per-jurisdiction-compliance-overlay + per-canonical-audit-trail + per-portfolio-audit-trail shipped as the orchestration layer above your existing per-open-source-CRM-routing-vendor + per-lead-routing-SaaS-vendor + per-franchise-CRM-vendor + per-routing-compliance-vendor primitive.

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