Rhythm 2.0 Specifications

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MOD-CRM-DQDuplicate Review and Record Merging

Markdown

MOD-CRM-DQ

Duplicate Review and Record Merging

Markdown
  • DocumentDraft

KindModule charterProduct areaCRMModuleDuplicate Review and Record MergingRevision1

Read atservices-crm a8d1364freact-console baf6dae3

Duplicate Review and Record Merging ​

Purpose ​

Data Quality helps staff recognize repeated people and organizations, review suggestions and carry out informed combinations. It keeps matching evidence, review decisions, working previews and permanent outcomes connected. Older identities retain a route to the survivor and an explanation of the change.

Boundary ​

The module owns duplicate comparison, review and merge coordination. Entities retains ownership of the compared records and their ordinary lifecycle operations. Activities and regions own their related work, while Platform owns accounts, jobs, audit infrastructure, attention, bulk operations, search and workspace lifecycle. Other applications participate through functions they own rather than having CRM rewrite their records directly.

Features ​

FeatureNameActive ConceptsCapabilitiesJourneysIntent
FEAT-CRM-DQ-01Locate and Prevent Duplicate Records061confirmed
FEAT-CRM-DQ-02Review Suspected Duplicate Records151confirmed
FEAT-CRM-DQ-03Prepare a Reviewed Merge141confirmed
FEAT-CRM-DQ-04Execute Record Combinations122confirmed
FEAT-CRM-DQ-05Follow Absorbed Identities and Outcomes021confirmed

Capabilities ​

CapabilityFeatureOutcomeIntentImplementation
CAP-CRM-DQ-001FEAT-CRM-DQ-01Detect duplicate records after changesconfirmedobserved
CAP-CRM-DQ-002FEAT-CRM-DQ-01Explain the strength of a duplicate suggestionconfirmedobserved
CAP-CRM-DQ-003FEAT-CRM-DQ-01Set the response to duplicate matchesconfirmedobserved
CAP-CRM-DQ-004FEAT-CRM-DQ-01Check drafts and account for block overridesconfirmedobserved
CAP-CRM-DQ-005FEAT-CRM-DQ-01Refresh duplicate evidence across a record typeconfirmedpartially-observed
CAP-CRM-DQ-006FEAT-CRM-DQ-01Reuse a contact during portal registrationproposedpartially-observed
CAP-CRM-DQ-007FEAT-CRM-DQ-02Review duplicate groups in a shared queueconfirmedobserved
CAP-CRM-DQ-008FEAT-CRM-DQ-02Dismiss false matches and reopen reviewconfirmedobserved
CAP-CRM-DQ-009FEAT-CRM-DQ-02Record a duplicate that matching missedconfirmedpartially-observed
CAP-CRM-DQ-010FEAT-CRM-DQ-02Review and merge from a record pageconfirmedobserved
CAP-CRM-DQ-011FEAT-CRM-DQ-02Understand the duplicate-review workloadconfirmedpartially-observed
CAP-CRM-DQ-012FEAT-CRM-DQ-03Prepare a merge and choose its survivorconfirmedobserved
CAP-CRM-DQ-013FEAT-CRM-DQ-03Resolve differences in the merge previewconfirmedobserved
CAP-CRM-DQ-014FEAT-CRM-DQ-03Preserve the right information on the surviving contactconfirmedobserved
CAP-CRM-DQ-015FEAT-CRM-DQ-03Keep related records consistent through a mergeconfirmedpartially-observed
CAP-CRM-DQ-016FEAT-CRM-DQ-04Execute the approved merge atomicallyconfirmedobserved
CAP-CRM-DQ-017FEAT-CRM-DQ-04Combine organizations and their connections safelyconfirmedobserved
CAP-CRM-DQ-018FEAT-CRM-DQ-05Resolve identities absorbed by a mergeconfirmedpartially-observed
CAP-CRM-DQ-019FEAT-CRM-DQ-05Inspect merge outcomes and attributionconfirmedpartially-observed

Journeys ​

JourneyFeatureStaff OutcomeIntentImplementationBrowser Policy
JNY-CRM-DQ-001FEAT-CRM-DQ-02A reviewer settles duplicate work and revisits a dismissalconfirmedobservedrequired
JNY-CRM-DQ-002FEAT-CRM-DQ-04An administrator combines a sparse contact with a member recordconfirmedobservedrequired
JNY-CRM-DQ-003FEAT-CRM-DQ-03An administrator renews approval after records changeconfirmedobservedrequired
JNY-CRM-DQ-004FEAT-CRM-DQ-04An administrator unifies duplicate organizationsconfirmedobservedrequired
JNY-CRM-DQ-005FEAT-CRM-DQ-01An administrator configures blocking and an accountable exceptionconfirmedobservedrequired
JNY-CRM-DQ-006FEAT-CRM-DQ-05A colleague follows an absorbed identity and inspects its historyconfirmedobservedrequired
Owns
Comparison keys, contact and organization candidates and their review groupsWorkspace duplicate configuration, creation exceptions and background re-check runs and batchesWorking merge previews and suggested survivor identityExecution attempts, durable-job records, progress and permanent original and resulting valuesAbsorbed identities, survivor aliases and identity reuse protectionCRM candidate and declined-suggestion functions for Platform registration

Repositories Read

RepositoryPaths
services-crmservices-crm:modules/duplicates
services-crm:modules/merges
services-crm:aws/crm.service.ts (duplicates, merges and duplicate-block override permissions)
services-crm:docs/merging
services-crm:docs/milestones/CRM-M4-duplicates-and-merge.md
services-crm:docs/milestones/CRM-M6-access-and-audit.md (decision D-21 only)
services-crm:tests/integration/db/merge-coverage.integration.spec.ts
services-crm:tests/aws/duplicate-rescans.synth.ts
services-crm:tests/aws/record-merges.synth.ts
react-consolereact-console:app/(console)/console/[tenantId]/crm/dataQuality
react-console:app/(console)/console/[tenantId]/crm/merges
react-console:components/duplicates
react-console:components/console/duplicates
react-console:components/records/create/duplicate-block-refusal.tsx
react-console:lib/duplicates
react-console:acceptance/crm/journeys/merging
react-console:acceptance/crm/playwright/journeys/merging
react-console:acceptance/crm/inventory (area MRG)

Does Not Own

RecordOwner
Contact, organization and affiliation records, their creation refusals and merged-record route responsesMOD-CRM-ENT
Tasks and activity records referenced by participantsMOD-CRM-ACT
Region assignment following record changesMOD-CRM-REG
Workspace initialization, purge and export coordinationMOD-PFM-TNL
Portal accounts, login authorization, security audit and login participant executionMOD-PFM-SEC
Durable-job infrastructure, shared audit storage and job-monitoring pagesMOD-PFM-OPS
Attention delivery and responsibility assignmentMOD-PFM-ELG
Bulk record creation and update jobsMOD-PFM-DJE
Search and saved-view identity resolutionMOD-PFM-QRY
Application-owned references and participant changes outside CRMTheir own modules (for example MOD-ACC-TRX for posted accounting documents)

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