In these use cases, the business user is responsible for managing organizational contacts (i.e., for customers, suppliers, etc.).
Identifying and Deduplicating Contacts Within the Same Organization
ACME must ensure that there are no duplicate contact records within the same organization. In this scenario, Sergio Bennett and Serge Bennet are separate contact person records belonging to the same organization and are identified as potential duplicates.
A supplier’s source system initially sends a contact person record with the name of ‘Sergio Bennett.’ Over time, due to operational inefficiencies, the same source system sends a second record with a different source record ID by the name of ‘Serge Bennet.' MDM evaluates the incoming record against the existing record and determines there is a high probability these two records represent the same person. MDM places this record pairing into Clerical Review for a business user to review and confirm these two records are the same person and merges them together.
Handling Contacts Across Different Organizations
In the case where mastering contact persons across different organizations is important to the business, it must be noted that since contact information, such as address, phone, and email, are likely to change from one organization to another, the number data points to compare are greatly reduced. In this case, it is helpful to maintain additional data points that are unique to the person, rather than their role as a contact person, to increase the robustness of the matching algorithm.
For example, Emma Hoffman was previously a contact person for an ACME supplier but has changed employment, and now works for a different ACME supplier. Since Emma’s name has not change but everything else including their supplier, phone number, email, and business address have changed, when the source system updates MDM with the new organization contact, Emma Hoffman's contact person record will not be deduplicated across both organizations.
A new golden record contact for Emma Hoffman is created for that supplier and it is not deduplicated against their previously golden record.