---
id: WF-CRM-DQ-009
title: 'Provision, export, reset and purge the module''s data with the workspace'
trigger: >-
  Workspace lifecycle requests provisioning, export, reset or purge from CRM
  participants.
product_area: crm
module: data-quality
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
implements:
  - CAP-CRM-DQ-003
  - CAP-CRM-DQ-004
  - CAP-CRM-DQ-019
  - CAP-CRM-DQ-018
moves:
  - STATE-CRM-DQ-006
crosses:
  - SVC-CRM-DQ-duplicates
  - SVC-CRM-DQ-merges
idempotency: >-
  Repeat rule provisioning preserves workspace edits. Removal functions process
  remaining rows in bounded batches, so repeated owner calls can continue toward
  an empty inventory.
concurrency: >-
  Duplicate data is purged before Entities records. Merge jobs and aliases
  precede merge removal, and privileged capability functions perform deletions
  unavailable to the ordinary application role.
hops:
  - 'n': 1
    actor_or_service: Duplicates lifecycle participant
    action: >-
      Apply the three default duplicate configurations for contact e-mail,
      contact name and postal code, and organization website matches.
    anchor: >-
      services-crm:modules/tenant-lifecycle/services/participants/duplicate-rule-seeds.ts
    seam: sync
    on_failure: >-
      The CRM participant propagates failure; external provisioning retry policy
      is unverified.
    left_inconsistent: A workspace missing these seeds has no configured block response.
    observer: Provisioning run.
    provenance: unknown
    source: FND-CRM-DQ-051
  - 'n': 2
    actor_or_service: Merges lifecycle participant
    action: Report that merge provisioning needs no seed records.
    anchor: >-
      services-crm:modules/tenant-lifecycle/services/participants/merges-participant.ts
    seam: sync
    on_failure: No merge seed write needs failure recovery.
    left_inconsistent: Provisioning creates no merge state.
    observer: Provisioning run.
    provenance: observed
    source: >-
      services-crm:modules/tenant-lifecycle/services/participants/merges-participant.ts
  - 'n': 3
    actor_or_service: Workspace data export
    action: >-
      Export rules, creation exceptions, merge originals and aliases through the
      owner datasets, excluding derived matching and operational work.
    anchor: >-
      services-crm:modules/tenant-lifecycle/services/participants/merges-participant.ts
    seam: sync
    on_failure: Report dataset export failure to the lifecycle caller.
    left_inconsistent: The module does not promise a partially completed export is complete.
    observer: Export run.
    provenance: observed
    source: 'services-crm:modules/merges/export/merges.dataset.ts:mergesDataset'
  - 'n': 4
    actor_or_service: Lifecycle participants
    action: >-
      Purge keys, comparisons, groups, rules, batches, runs and exceptions;
      remove merge jobs, aliases and plans before history. Reset follows its
      reset plan and reseeds defaults.
    anchor: >-
      services-crm:modules/tenant-lifecycle/services/participants/duplicates-participant.ts
    seam: sync
    on_failure: >-
      Propagate batch failure; the external lifecycle retry policy remains
      unverified.
    left_inconsistent: >-
      Completed removal batches can leave a partially cleared workspace pending
      further owner calls.
    observer: Purge run.
    provenance: unknown
    source: FND-CRM-DQ-051
evidence:
  - >-
    services-crm at a8d1364f:
    modules/tenant-lifecycle/services/participants/duplicates-participant.ts,
    merges-participant.ts, duplicate-rule-seeds.ts;
    modules/duplicates/export/*.ts; modules/merges/export/*.ts.
branches: []
controls: [TC-AVL-004, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-AZ-006, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-DAT-004, TC-DAT-005, TC-IAM-001, TC-IAM-005, TC-IAM-006, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-MON-001, TC-MON-002, TC-PI-001, TC-PI-002, TC-PI-003, TC-PI-004, TC-PI-005, TC-PRV-001, TC-PRV-002, TC-PRV-003, TC-TEN-001, TC-TEN-002, TC-TEN-003]
---

# Provision, Export, Reset And Purge The Module'S Data With The Workspace

## What It Does

CRM participants provide workspace setup, export and privileged removal. Duplicate provisioning installs defaults, while merge state has nothing to seed. Export retains the business configuration, exceptions, merge originals and identity aliases.

## The Flow

```mermaid
flowchart TD
  H1["Apply the three default duplicate configurations for contact e-mail, contact name and postal code, and organization website matches."]
  H2["Report that merge provisioning needs no seed records."]
  H1 --> H2
  H3["Export rules, creation exceptions, merge originals and aliases through the owner datasets, excluding derived matching and operational work."]
  H2 --> H3
  H4["Purge keys, comparisons, groups, rules, batches, runs and exceptions; remove merge jobs, aliases and plans before history. Reset follows its reset plan and reseeds defaults."]
  H3 --> H4
```

## When Something Fails

Participant removal is batched, so completed batches can remain removed if later work fails. CRM propagates owner failure; automatic retry by Platform has not been verified at a pinned owner commit.

## Open Design Questions

Reset must remove aliases to avoid blocking reloaded record identities, and it reseeds duplicate configuration. The registry’s narrow path list and unavailable external standards remain examination limitations recorded in findings.