In these use cases, the data steward is responsible for customer record updates in the event that two customers get married or relocate.
Marriage
ACME must update their database in the event that two customers get married. A pre-existing customer named Catherine Yu got married to another pre-existing customer, Charles Johnson, and had their last name and address changed.
In this scenario, the change in status is initially updated in a source system by a customer service representative within a call center. The source system feeds this update to STEP, where it is then matched to an existing record via the source system record ID for Catherine Yu.
Once matched and updated, Catherine Yu is now Catherine Johnson and has a new address. Additionally, the household is updated to reflect that Catherine and Charles belong to the same household.
Relocation
ACME must update their database in the event that a customer moves to another address. In this scenario, Maxie Hadley was a pre-existing customer who moved from KY to UT. At some point a second record was created with the new address. STEP automatically identifies that the two records with different address are the same person.
Once flagged as potential duplicates, a data steward can handle the deduplication task via a clerical review. Concluding that they are in fact the same person, the data steward merges the two records into a single golden record.