CEI Touchpoint Scoring Engine & Blueprint Planner

Engagement Activities

7 Levels (Scores: 0.1 - 10.0)

Target Stakeholder Multipliers

7 Roles (Mults: 0.2 - 1.5)

Interaction Depth Modifiers

3 Classes (Mults: 1.0 - 2.0)

Dynamic Score Calculator & Box Blueprint

1. Engagement Activity

Base Score: --

2. Stakeholder Role

Multiplier: --

3. Interaction Depth

Multiplier: --

Formula: Base Activity × Role × Depth / 3.0

10.00 Weighted Score (Max: 10.0)

Calculated and normalized for compliance write-back.

Classification Status

High Value Engagement

Box Automate Workflow Blueprint

// Dynamic Flow Name: CEI - Site Visit with PM / Branch Chief (Substantive Meeting)

1. TRIGGER: CEI File Upload / Metadata Stage Changed
• Target Directory: [Opportunity Workspace]

2. CONDITIONS: Execute calculation engine when:
• activity_type Equals site_visit
• primary_role Equals pm_branch_chief

3. METADATA EXPORT: Inject calculated fields:
    • Template Schema: CEI Touchpoint Matrix
    • base_activity_score = 10.0
    • role_multiplier = 1.5
    • depth_multiplier = 2.0
    • calculation_type = proportional
    • calculated_weighted_score = 10.00

Set up this metadata blueprint configuration in your Box Flow engine.

Scoring Engine Schema & Directory Mind Map

Interactive Elements

Level 1: Engagement Activity Base Values (Text as image_9ea0e7.png)

Click to select inside calculator

Level 2: Target Stakeholder Role Multipliers

Level 3: Interaction Depth Modifiers

Permutations Directory

147 Listed