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skills/identity-resolution/SKILL.md
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skills/identity-resolution/SKILL.md
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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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