Cortica — Salesforce bootstrap (2026-04-19)

Bootstrap — initial state

This is the first fetch for this account; every record below is reported as initial state, not a delta.

Cortica - new biz - Licensing (0065Y00001bnlQfQAI) — Closed Lost — $N/A — closes 2022-02-17
Cortica Care - Licensing/PE (0065Y00001flNXLQA2) — Closed Lost — $100000.0 — closes 2023-03-03
Cortica - Licensing/PE/Cred (Year 1 of 3) (0065Y00001ib0vcQAA) — Closed Won — $392992.0 — closes 2023-12-29
Cortica - Licensing/PE/Cred (Year 2 of 3) (006PO000005vP5GYAU) — Closed Won — $370000.0 — closes 2025-02-15
Cortica - Licensing/PE/Cred (Year 3 of 3) (006PO000005vadNYAQ) — Closed Won — $388000.0 — closes 2026-02-15
Cortica - Renewal - 2027 (006PO000005vbMXYAY) — 1 - Pending Renewal — $388000.0 — closes 2027-02-15
Cortica 2025 Growth (PE, licensing) (006PO00000OpaWfYAJ) — 2 - Discovery — $182759.17123288 — closes 2026-07-31

None (500PO00000SaswDYAR) — Committed - Future Quarter/P2

Allow creation of PE requests before a verified license is in the system
None (500PO00000Q0zMHYAZ) — Needs More Info./P2

Sort functionality for expiring revalidations. Current view can only filter by specific dates, for customer with large volume of revals need to sort by oldest to newest dates, or filter NA lines.
None (500PO00000OQUKnYAP) — Needs More Market Signal/P2

Customer would like to be able to turn off CAQH management for their providers. They want to be able to handle this internally.
None (500PO00000Nj8gvYAB) — Submitted - Needs Review/P2

They would love ability to “dump data from Medallion” to their data lake (hosted in Azure).

07/2025 - Exec. Touchpoint - Cortica - EBR (a5BPO000000CnmX2AS)
09/2025 - Exec. Touchpoint - Cortica - EBR (a5BPO000000Gj9F2AS)
12/2025 - Exec. Touchpoint - Cortica - EBR (a5BPO000000ITy12AG)
10/2025 - Exec. Touchpoint - Cortica - EBR (a5BPO000000JK4f2AG)
01/2026 - Exec. Touchpoint - Cortica - EBR (a5BPO000000JK6H2AW)