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JNY-CRM-DQ-005An administrator configures blocking and an accountable exception

Markdown

JNY-CRM-DQ-005

An administrator configures blocking and an accountable exception

Markdown
  • DocumentDraft
  • Product intentConfirmed
  • ImplementationObserved

KindJourneyProduct areaCRMModuleDuplicate Review and Record MergingRevision1End-to-endRequired

Read atreact-console baf6dae3services-crm a8d1364f

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

Goal
Prevent ordinary duplicate creation while retaining authorized, explained exceptions.
Screens
/console/{tenantId}/configuration/crm/duplicateRules/console/{tenantId}/crm/contacts/new

Steps

#SurfaceActionCapabilityExpectedProvenance
1/console/{tenantId}/configuration/crm/duplicateRulesOpen duplicate configuration and prioritize the e-mail blocking rule.CAP-CRM-DQ-003Versioned updates save existing rules without adding or removing them.test
2/console/{tenantId}/crm/contacts/newAs a coordinator, enter a member resembling an existing e-mail match.CAP-CRM-DQ-004The form identifies the match and blocking setting.test
3createContactAttempt ordinary creation.CAP-CRM-ENT-001The refusal includes the match and offers this caller no exception.observed
4createContactAs an override holder, select Create Anyway and enter an explanation.CAP-CRM-DQ-004The contact and attributed rule-and-match override record are created.test
services-crm:modules/duplicates/tests/e2e/duplicates.e2e.spec.js#audits the override with its reason and the record it was let past
5listDuplicateGroupsInspect duplicate review.CAP-CRM-DQ-003The created and existing contacts remain candidates despite blocking.observed
6startDuplicateRescanAfter configuration changes, request a contact re-check through the API.CAP-CRM-DQ-005A single run applies refreshed evaluation to existing records.unknown

Alternate and Failure Paths

PathFrom stepConditionPath takenOutcomeProvenance
alternate1A warning rule precedes the matching blocker.Evaluate the earlier qualifying warning.Creation proceeds with warning and review remains available.test
failure4An override submission lacks its explanation.Validation identifies the required reason.No contact is created.test
services-crm:modules/duplicates/tests/e2e/duplicates.e2e.spec.js#refuses the key holder’s confirmed create without a reason 400, naming the field
failure3An ordinary caller sends confirmation directly.The service retains the blocking refusal and reports no override authority.Creation remains unapplied.test
services-crm:modules/duplicates/tests/e2e/duplicates.e2e.spec.js#refuses an ordinary user’s confirmed create 409 as well: confirming is not a way past a block (D-32)

Assertions

IdStatementProvenance
01The immutable override retains author, time, explanation, applicable rule and bypassed record.test
02Blocking affects ordinary creation while retaining existing candidates for review.test
services-crm:modules/duplicates/tests/unit/services/detection/duplicate-rule-actions.spec.js#stores the candidate for a block rule too, the block acting at the create and never on the queue (D-32)

End-to-end policy: required: Configuration, draft warnings and the exception dialog involve browser permissions and service authorization; re-check management currently requires API evidence.

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