--- id: CAP-CRM-DQ-011 title: Understand the duplicate-review workload feature: FEAT-CRM-DQ-02 product_area: crm module: data-quality revision: 1 status: draft product_intent: confirmed implementation_evidence: partially-observed supersedes: - CAP-CRM-MRG-011 source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - >- services-crm:docs/merging/experience/functional-requirements.md#DQ-1 (package approved by Andrew 2026-10-13) purpose: Reviewers can see the scale and confidence of waiting work for contacts and organizations. outcomes: - The overview makes waiting duplicate work understandable. - Capped large totals are identified as lower bounds. concepts: - CON-CRM-DQ-001 actors: - ACT-CRM-008 - ACT-CRM-009 surfaces: - console - api permissions: - key: crm.duplicates.read where_checked: api scope: tenant rules: - id: BR-CAP-CRM-DQ-011-01 proved_by: [ATS-CRM-DQ-011-01, ATS-CRM-DQ-011-05, TST-CRM-DQ-180] statement: >- For each type the overview reports open groups by confidence, their records, open/dismissed/confirmed pairs, latest group detection, active re-check status and successful merges within 30 days. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/integration/services/summary/duplicate-summary.integration.spec.js#counts the contact groups, the records in them and the pairs of each status origin: 'services-crm:docs/merging/experience/functional-requirements.md#DQ-1' - id: BR-CAP-CRM-DQ-011-02 proved_by: [ATS-CRM-DQ-011-01, ATS-CRM-DQ-011-05, TST-CRM-DQ-180] statement: A group contributes to the confidence band of its highest-scoring pair. kind: calculation enforced_at: - service - database must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/integration/services/summary/duplicate-summary.integration.spec.js#breaks the open groups down by band, the group taking the band of its strongest pair origin: none - id: BR-CAP-CRM-DQ-011-03 proved_by: [ATS-CRM-DQ-011-02, ATS-CRM-DQ-011-05, TST-CRM-DQ-180] statement: >- Counts remain exact through 10,000, then return 10,000 with type-level and overall capped flags indicating a lower bound. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/integration/services/summary/duplicate-summary.integration.spec.js#answers the CAP rather than the count, so no reader waits for a number nobody reads origin: none - id: BR-CAP-CRM-DQ-011-04 proved_by: [] statement: Record types without duplicate activity still appear with zero totals. kind: policy enforced_at: - service must_prove: false provenance: test source: >- services-crm:modules/duplicates/tests/integration/services/summary/duplicate-summary.integration.spec.js#counts nothing for the record type nothing was written about, rather than leaving it out origin: none - id: BR-CAP-CRM-DQ-011-05 proved_by: [ATS-CRM-DQ-011-03, ATS-CRM-DQ-011-05, TST-CRM-DQ-182] statement: Overview access requires duplicate-read permission in both the API and console. kind: permission enforced_at: - api - console must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/e2e/duplicate-groups.e2e.spec.js#refuses a caller without the duplicates read permission origin: 'services-crm:docs/merging/architecture.md#9. Security and tenant isolation' - id: BR-CAP-CRM-DQ-011-06 proved_by: [ATS-CRM-DQ-011-04, ATS-CRM-DQ-011-05] statement: >- The overview links type counts to filtered review queues, renders capped totals as 10,000+ and uses counts consistent with open, dismissed and confirmed work. kind: policy enforced_at: - console must_prove: true provenance: test source: 'react-console:acceptance/crm/playwright/journeys/merging/CRM-ACC-0283.spec.ts#CRM-ACC-0283' origin: 'services-crm:docs/merging/experience/functional-requirements.md#DQ-1' - id: BR-CAP-CRM-DQ-011-07 proved_by: [] statement: >- The product should notify duplicate-management responsibility of open groups and resolve that attention as groups close; the declaration is currently held and sends no notifications. kind: lifecycle enforced_at: - service must_prove: false provenance: observed source: 'services-crm:modules/duplicates/attention/open-duplicate-groups.attention.ts:OpenDuplicateGroups' origin: none scenarios: - id: SC-CAP-CRM-DQ-011-01 given: >- A workspace has two open contact groups, a dismissed pair, a confirmed pair and a running contact re-check. when: A reviewer visits Data Quality. then: 'Contacts show the corresponding totals and active run, while organizations show zeros.' provenance: test source: >- services-crm:modules/duplicates/tests/integration/services/summary/duplicate-summary.integration.spec.js#says a rescan of the contacts is under way, so a reader knows the counts are being rebuilt edge_cases: [] constraints: [] depends_on: - CAP-CRM-DQ-007 related: - CAP-CRM-DQ-005 - CAP-CRM-DQ-019 journeys: - JNY-CRM-DQ-001 open_questions: [] evidence: - repository: services-crm source_sha: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 paths: - docs/merging/architecture.md - docs/merging/experience/functional-requirements.md - modules/duplicates/attention/open-duplicate-groups.attention.ts - modules/duplicates/services/summary/duplicate-summary.ts - modules/duplicates/tests/e2e/duplicate-groups.e2e.spec.js - modules/duplicates/tests/integration/services/summary/duplicate-summary.integration.spec.js note: 'Static examination connects rule claims to implementation, declared checks and the cited tests.' - repository: react-console source_sha: baf6dae382d6f41dce976c7f848667ccc37e076f paths: - acceptance/crm/playwright/journeys/merging/CRM-ACC-0283.spec.ts note: 'Static examination connects rule claims to implementation, declared checks and the cited tests.' preconditions: [] postconditions: [] controls: [TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-006, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PRV-001, TC-PRV-002, TC-TEN-001, TC-TEN-002, TC-TEN-003] exercised_by: [FAS-CRM-DQ-02-01, FAS-CRM-DQ-02-02] suites: [TST-CRM-DQ-180, TST-CRM-DQ-182] --- # Understand the duplicate-review workload ## Purpose Reviewers can see the scale and confidence of waiting work for contacts and organizations. ## How It Works The Data Quality overview summarizes each record type. It distinguishes groups, records and pair decisions so staff can understand what each count represents. Confidence counts follow the strongest pair in a group. Zero activity remains visible as a zero-valued section. Counts stop at a stated ceiling and are displayed as a floor once capped. The summary also identifies a running re-check and recent successful merges. Reviewers follow count links into the appropriate queue. Duplicate-read authority controls both page and API access. The attention declaration is held and currently not delivered. The product should complete the object registration before relying on responsibility-based notifications. ## Relationships Group and candidate storage supply the counts. Re-checks supply running status and merge history supplies recent success totals. Platform owns attention delivery.