04 · Data model
One business.
Many observations.
A business, an observation and an opportunity are separate records. New research adds evidence to an existing prospect while the earlier research, review decisions and pipeline activity stay attached.
Matching is deliberately conservative. A provider identifier or corroborated details can establish a match. A shared domain alone cannot. Conflicting or weak signals create a provisional identity for a person to review instead of silently merging two businesses.
Identity rules
- 01Observation AFirst research run
- 02Observation BLater research run
- 03Identity checkProvider ID, or corroborated name, domain, phone and location
- 04One prospectRetained observations, review decisions, pipeline activity
Edge cases
- Conflicting or weak matchStays provisional for human review.
- Shared domain onlyNever enough to merge two businesses.
Simplified from the implemented identity rules.