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skills/identity-resolution/SKILL.md
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skills/identity-resolution/SKILL.md
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---
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name: identity-resolution
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description: Use to match accounts, contacts, and opportunities across enrichment
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sources with governed rules.
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---
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# Identity Resolution Playbook Skill
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## When to Use
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- Normalizing provider outputs before syncing to CRM/CDP.
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- Tying intent, enrichment, and product telemetry to the same account/contact IDs.
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- Diagnosing duplicate or conflicting records in downstream systems.
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## Framework
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1. **Key Hierarchy** – define primary/secondary keys (domain, account_id, email, person_id).
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2. **Matching Logic** – configure deterministic and fuzzy rules, tie-breakers, and confidence scoring.
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3. **Conflict Handling** – specify precedence rules, merge policies, and exception queues.
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4. **Governance** – document owners, change control, and monitoring cadence.
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5. **Audit Trail** – capture lineage metadata, before/after snapshots, and rollback steps.
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## Templates
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- Matching rule matrix (field, rule type, weight, confidence threshold).
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- Exception queue workflow with owners + SLAs.
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- Audit workbook for sampling matches vs source-of-truth.
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## Tips
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- Start with deterministic keys (domain, CRM ID) before fuzzy logic to reduce noise.
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- Version rules so downstream teams know when behavior changes.
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- Pair with `signal-taxonomy` to keep IDs aligned with schema updates.
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---
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skills/provider-scorecard/SKILL.md
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skills/provider-scorecard/SKILL.md
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---
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name: provider-scorecard
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description: Use to track enrichment provider success, cost, latency, and quality
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trends.
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---
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# Provider Scorecard Skill
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## When to Use
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- Monthly/weekly ops reviews of enrichment vendors.
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- Before renewing contracts or adjusting credit allocations.
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- After outages or performance regressions to inform routing changes.
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## Framework
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1. **Metric Definition** – success rate, fill %, latency, credit burn, confidence.
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2. **Data Sources** – provider logs, credit usage tables, QA samples, incident tickets.
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3. **Scoring Model** – weight metrics by enrichment type and business priority.
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4. **Visualization** – dashboard or memo highlighting leaders/laggards.
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5. **Action Tracker** – document optimization experiments and owner assignments.
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## Templates
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- Scorecard table per provider.
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- Executive summary slide with top takeaways.
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- Jira/Asana template for provider improvement tasks.
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## Tips
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- Normalize metrics per enrichment type to avoid unfair comparisons.
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- Capture qualitative notes (support responsiveness, roadmap access).
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- Pair with `waterfall-blueprint` updates to reflect routing decisions.
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---
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skills/signal-taxonomy/SKILL.md
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skills/signal-taxonomy/SKILL.md
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---
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name: signal-taxonomy
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description: Use to define schemas, topic tags, and lineage metadata for enriched
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signals.
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---
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# Signal Taxonomy Skill
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## When to Use
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- Normalizing multiple provider outputs into a unified schema.
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- Rolling out new intent topics, enrichment attributes, or scoring dimensions.
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- Auditing lineage + compliance requirements.
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## Framework
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1. **Schema Definition** – fields, datatypes, required/optional flags.
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2. **Topic & Attribute Mapping** – align provider-specific attributes to canonical names.
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3. **Versioning** – maintain change logs, effective dates, and migration steps.
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4. **Validation Rules** – min/max values, allowed lists, dependency rules.
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5. **Documentation** – publish data dictionary + lineage diagrams.
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## Templates
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- Data dictionary sheet (field, description, source, owner).
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- Topic mapping table by provider.
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- Migration checklist for schema changes.
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## Tips
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- Keep names human-readable for GTM teams but consistent with data warehouse standards.
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- Tag every field with owner + refresh cadence.
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- Pair with `identity-resolution` to ensure IDs and linkages stay consistent.
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---
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skills/validation-rulebook/SKILL.md
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skills/validation-rulebook/SKILL.md
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---
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name: validation-rulebook
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description: Use to define validation, freshness, and compliance checks for enriched
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data.
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---
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# Validation Rulebook Skill
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## When to Use
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- Running QA before syncing enrichment outputs to GTM systems.
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- Auditing providers after schema changes or outages.
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- Documenting compliance-ready validation procedures.
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## Framework
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1. **Rule Catalog** – list required fields, regex patterns, allowed values, and dependencies.
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2. **Freshness Thresholds** – define time-based SLAs per signal type.
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3. **Confidence Scoring** – set weighting for provider, validation method, and history.
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4. **Exception Handling** – create workflows for quarantining, reprocessing, or escalation.
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5. **Compliance Hooks** – log approvals, data residency tags, and retention policies.
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## Templates
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- Rule table (field, check, threshold, severity, owner).
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- QA runbook with pre/post sync steps.
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- Compliance audit packet ready for legal/infosec reviews.
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## Tips
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- Automate as many rules as possible but keep manual sampling for high-impact signals.
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- Version rules alongside taxonomy updates.
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- Pair with `data-quality-steward` outputs for sign-off history.
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---
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31
skills/waterfall-blueprint/SKILL.md
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skills/waterfall-blueprint/SKILL.md
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---
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name: waterfall-blueprint
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description: Use to design provider sequences, throttling logic, and credit policies
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for enrichment waterfalls.
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---
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# Waterfall Blueprint Skill
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## When to Use
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- Building contact/company enrichment workflows across multiple providers.
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- Updating fallback rules after provider outages or cost shifts.
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- Documenting waterfall logic for RevOps + engineering handoffs.
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## Framework
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1. **Goal & Constraints** – define enrichment type, data requirements, credit ceiling, SLA.
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2. **Provider Catalog** – list eligible providers with success %, latency, compliance notes.
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3. **Routing Logic** – determine sequence, branching, and retry intervals.
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4. **Safeguards** – set throttles, dedupe checks, and exception triggers.
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5. **Versioning** – log changes, approvals, and effective dates.
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## Templates
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- Waterfall diagram (sequence, inputs, outputs, fallback paths).
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- Routing table (provider, criteria, cost, notes).
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- Change log with owners + rationale.
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## Tips
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- Keep sequences short for real-time use cases; reserve long chains for batch mode.
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- Use A/B tests to validate new providers before full rollout.
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- Pair with `provider-scorecard` to continuously optimize routing.
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---
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