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Zhongwei Li
2025-11-29 18:30:25 +08:00
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---
name: identity-resolution
description: Use to match accounts, contacts, and opportunities across enrichment
sources with governed rules.
---
# Identity Resolution Playbook Skill
## When to Use
- Normalizing provider outputs before syncing to CRM/CDP.
- Tying intent, enrichment, and product telemetry to the same account/contact IDs.
- Diagnosing duplicate or conflicting records in downstream systems.
## Framework
1. **Key Hierarchy** define primary/secondary keys (domain, account_id, email, person_id).
2. **Matching Logic** configure deterministic and fuzzy rules, tie-breakers, and confidence scoring.
3. **Conflict Handling** specify precedence rules, merge policies, and exception queues.
4. **Governance** document owners, change control, and monitoring cadence.
5. **Audit Trail** capture lineage metadata, before/after snapshots, and rollback steps.
## Templates
- Matching rule matrix (field, rule type, weight, confidence threshold).
- Exception queue workflow with owners + SLAs.
- Audit workbook for sampling matches vs source-of-truth.
## Tips
- Start with deterministic keys (domain, CRM ID) before fuzzy logic to reduce noise.
- Version rules so downstream teams know when behavior changes.
- Pair with `signal-taxonomy` to keep IDs aligned with schema updates.
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name: provider-scorecard
description: Use to track enrichment provider success, cost, latency, and quality
trends.
---
# Provider Scorecard Skill
## When to Use
- Monthly/weekly ops reviews of enrichment vendors.
- Before renewing contracts or adjusting credit allocations.
- After outages or performance regressions to inform routing changes.
## Framework
1. **Metric Definition** success rate, fill %, latency, credit burn, confidence.
2. **Data Sources** provider logs, credit usage tables, QA samples, incident tickets.
3. **Scoring Model** weight metrics by enrichment type and business priority.
4. **Visualization** dashboard or memo highlighting leaders/laggards.
5. **Action Tracker** document optimization experiments and owner assignments.
## Templates
- Scorecard table per provider.
- Executive summary slide with top takeaways.
- Jira/Asana template for provider improvement tasks.
## Tips
- Normalize metrics per enrichment type to avoid unfair comparisons.
- Capture qualitative notes (support responsiveness, roadmap access).
- Pair with `waterfall-blueprint` updates to reflect routing decisions.
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name: signal-taxonomy
description: Use to define schemas, topic tags, and lineage metadata for enriched
signals.
---
# Signal Taxonomy Skill
## When to Use
- Normalizing multiple provider outputs into a unified schema.
- Rolling out new intent topics, enrichment attributes, or scoring dimensions.
- Auditing lineage + compliance requirements.
## Framework
1. **Schema Definition** fields, datatypes, required/optional flags.
2. **Topic & Attribute Mapping** align provider-specific attributes to canonical names.
3. **Versioning** maintain change logs, effective dates, and migration steps.
4. **Validation Rules** min/max values, allowed lists, dependency rules.
5. **Documentation** publish data dictionary + lineage diagrams.
## Templates
- Data dictionary sheet (field, description, source, owner).
- Topic mapping table by provider.
- Migration checklist for schema changes.
## Tips
- Keep names human-readable for GTM teams but consistent with data warehouse standards.
- Tag every field with owner + refresh cadence.
- Pair with `identity-resolution` to ensure IDs and linkages stay consistent.
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name: validation-rulebook
description: Use to define validation, freshness, and compliance checks for enriched
data.
---
# Validation Rulebook Skill
## When to Use
- Running QA before syncing enrichment outputs to GTM systems.
- Auditing providers after schema changes or outages.
- Documenting compliance-ready validation procedures.
## Framework
1. **Rule Catalog** list required fields, regex patterns, allowed values, and dependencies.
2. **Freshness Thresholds** define time-based SLAs per signal type.
3. **Confidence Scoring** set weighting for provider, validation method, and history.
4. **Exception Handling** create workflows for quarantining, reprocessing, or escalation.
5. **Compliance Hooks** log approvals, data residency tags, and retention policies.
## Templates
- Rule table (field, check, threshold, severity, owner).
- QA runbook with pre/post sync steps.
- Compliance audit packet ready for legal/infosec reviews.
## Tips
- Automate as many rules as possible but keep manual sampling for high-impact signals.
- Version rules alongside taxonomy updates.
- Pair with `data-quality-steward` outputs for sign-off history.
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name: waterfall-blueprint
description: Use to design provider sequences, throttling logic, and credit policies
for enrichment waterfalls.
---
# Waterfall Blueprint Skill
## When to Use
- Building contact/company enrichment workflows across multiple providers.
- Updating fallback rules after provider outages or cost shifts.
- Documenting waterfall logic for RevOps + engineering handoffs.
## Framework
1. **Goal & Constraints** define enrichment type, data requirements, credit ceiling, SLA.
2. **Provider Catalog** list eligible providers with success %, latency, compliance notes.
3. **Routing Logic** determine sequence, branching, and retry intervals.
4. **Safeguards** set throttles, dedupe checks, and exception triggers.
5. **Versioning** log changes, approvals, and effective dates.
## Templates
- Waterfall diagram (sequence, inputs, outputs, fallback paths).
- Routing table (provider, criteria, cost, notes).
- Change log with owners + rationale.
## Tips
- Keep sequences short for real-time use cases; reserve long chains for batch mode.
- Use A/B tests to validate new providers before full rollout.
- Pair with `provider-scorecard` to continuously optimize routing.
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