MOD-CRM-DQ

Duplicate Review and Record Merging Design

How this module will be built: 50 design artifacts, by kind. Design makes the technical choices once, reviewably, and citable by everything they constrain.

31Draft
19Proposed

Domain Objects 3

DOM-CRM-DQ-001Possible DuplicateDraft
DOM-CRM-DQ-003Merge PlanDraft
DOM-CRM-DQ-004MergeDraft

State Models 6

STATE-CRM-DQ-001Possible duplicate review standingDraft
STATE-CRM-DQ-002Duplicate groupDraft
STATE-CRM-DQ-003Duplicate re-check run and its batchesDraft
STATE-CRM-DQ-004Merge plan lifecycleDraft
STATE-CRM-DQ-005Merge attempt and its jobDraft
STATE-CRM-DQ-006Absorbed identityDraft

Workflows 9

WF-CRM-DQ-001Detect duplicates after a committed changeDraft
WF-CRM-DQ-002Re-check every record of a typeDraft
WF-CRM-DQ-003Check a draft and create past a blockDraft
WF-CRM-DQ-004Decide about a pair or a group and regroupDraft
WF-CRM-DQ-005Prepare, refresh and change a merge planDraft
WF-CRM-DQ-006Execute a mergeDraft
WF-CRM-DQ-007Settle lost merge jobs and expire abandoned plansDraft
WF-CRM-DQ-008Offer and create a contact at portal sign-upDraft
WF-CRM-DQ-009Provision, export, reset and purge the module's data with the workspaceDraft

Service Contracts 2

SVC-CRM-DQ-duplicatesDuplicates Service ModuleDraft
SVC-CRM-DQ-mergesMerges Service ModuleDraft

Screen Contracts 11

SCR-CRM-DQ-001Data Quality overviewDraft
SCR-CRM-DQ-002Duplicate review queueDraft
SCR-CRM-DQ-003Duplicate groupDraft
SCR-CRM-DQ-004Dismissed duplicatesDraft
SCR-CRM-DQ-005Recently mergedDraft
SCR-CRM-DQ-006Merge detailsDraft
SCR-CRM-DQ-007Start a mergeDraft
SCR-CRM-DQ-008Merge workspaceDraft
SCR-CRM-DQ-009Duplicate rules configurationDraft
SCR-CRM-DQ-010Possible duplicates and Merge on a record pageDraft
SCR-CRM-DQ-011Duplicate warning and block at record creationDraft

Decision Records 19

ADR-CRM-DQ-001Record ownership and the two Data Quality modulesProposed
ADR-CRM-DQ-002Detect changes after savingProposed
ADR-CRM-DQ-003Use deterministic duplicate matchingProposed
ADR-CRM-DQ-004Audit authorized creation past a blockProposed
ADR-CRM-DQ-005Apply a merge in one transactionProposed
ADR-CRM-DQ-006Let applications apply their own merge changesProposed
ADR-CRM-DQ-007Bind execution to the reviewed previewProposed
ADR-CRM-DQ-008Observe merging through a durable jobProposed
ADR-CRM-DQ-009Preserve absorbed identities for old referencesProposed
ADR-CRM-DQ-010Retain merge originals with workspace historyProposed
ADR-CRM-DQ-011Protect portal access during contact mergingProposed
ADR-CRM-DQ-012Use ordinary record saves for the survivorProposed
ADR-CRM-DQ-013Bound the size of atomic mergesProposed
ADR-CRM-DQ-014Queue re-check windows and retain their outcomesProposed
ADR-CRM-DQ-015Persist bounded review groupsProposed
ADR-CRM-DQ-016Keep Data Quality work records free of custom fieldsProposed
ADR-CRM-DQ-017Declare Data Quality operations unpublished to SubmissionsProposed
ADR-CRM-DQ-018Treat merge plans as shared expiring workProposed
ADR-CRM-DQ-019Provide CRM-owned functions for portal registrationProposed