27 lines
1.0 KiB
Markdown
27 lines
1.0 KiB
Markdown
---
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name: shd-entity-resolution
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description: Use when the user asks to find a CRM entity, resolve duplicate names, compare counterparties, or determine whether records refer to the same business object.
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---
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# SHD entity resolution
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## Resolve first
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1. Prefer an exact returned ID, code or external reference over a name.
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2. Search with `shd_list_crm`, then read candidates with
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`shd_get_crm_entity`.
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3. Inspect `shd_list_crm_entity_links` when relationships, projects or deals
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are part of the identity decision.
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4. Compare only fields returned by SHD. Report candidate records, matching
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evidence, conflicting evidence and unresolved fields separately.
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## Safety
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- A similar name is not proof of a duplicate.
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- Do not merge, delete, reassign ownership or change a relationship while
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resolving identity.
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- A write requires an exact target, an explicit user request and the current
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server validation contract. Read the record again after a permitted write.
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See `references/entity-resolution.md` for the candidate-report format.
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