1 / PMAFin
If the person belongs to mortgage, Luna checks PMAFin CRM first.
Luna AI routing desk
One intelligent relationship router for Jose Diaz.
Luna should not create a random duplicate contact. She checks PMAFin, SolVida.ai, OptFin.org, and JoseDiaz.ai first, then creates a Jose-only holding record only when no source system owns the relationship yet.
Luna AI
Leave Jose a message. Luna will route it.
CRM routing rule
2 / SolVida.ai
If the person belongs to projects, assets, AI, or source work, Luna checks SolVida next.
3 / OptFin.org
If the message is research, OR, solver, or evidence work, Luna routes to OptFin.org.
4 / Jose personal
If no system owns it yet, Luna creates a Jose-only holding record until Jose assigns it.
Ecosystem-first CRM
Jose's CRM is an agent, not another isolated database.
The right record should live where the relationship actually belongs. JoseDiaz.com is the intake and routing layer.
pmafin
PMAFin CRM
Mortgage, borrower, realtor, partner, loan file, rate, calculator, or compliance intent.
solvida
SolVida.ai project/source CRM
Project, page, AI, template, module, asset, Photo AI, source contract, or release evidence intent.
optfin
OptFin.org research lane
Operations research, optimization, solver, competition, academic, or evidence intent.
josediaz-ai
JoseDiaz.ai personal AI memory
Personal, friend, relationship, private context, or identity/life AI intent.
josediaz-holding
JoseDiaz.com holding record
No matching ecosystem CRM record exists yet; Luna keeps a Jose-only holding record until Jose assigns the relationship.
Domain plan
JoseDiaz.com stays canonical. JoseDiaz.us is pending verification.
The alias should not be announced as live until DNS ownership, certificate, hosting, and forwarding evidence are attached to source and release QC.
Canonical
josediaz.com
Public professional bridge and canonical domain for Jose Diaz.
Planned alias
josediaz.us
Target: https://josediaz.com/luna/crm/. Status: dns_ownership_verification_required.
Do not claim JoseDiaz.us forwarding is active until DNS, CloudFront, and certificate evidence are attached.
Follow-up contract
Generate an email summary for Jose.
Preserve the visitor's preferred channel.
Route mortgage intent to PMAFin.
Route optimization/research intent to OptFin.org.
Route build/product intent to SolVida.ai.
Do not publish private contact data without Jose approval.