Prioritize by decision impact
A missing vehicle link, a malformed contact point, a duplicate candidate, and a stale source each change different workflows. Review starts with the queues and reports that rely on the affected record.
Trace the provenance
Source, import run, mapping, timestamp, and related records show whether a finding is workflow data, imported provider data, or a derived observation.
Inspect and apply the correction
Duplicate and merge candidates show the proposed result with a confidence score. The team applies the fix with the source in view.
Verify the result
Record the owner, change, source, date, and validation result, then confirm the downstream customer, vehicle, queue, or report shows the expected state.
Worked example: a merge that changes a queue
A duplicate customer candidate appears because the same person was entered twice over time.
The proposed merge shows the combined record and a confidence score. The team inspects the source records before applying it.
After the merge, the follow-up queue shows one customer with combined history, and the change and its verification are recorded.
Checklist: resolving a finding
Resolve findings by their effect on real work.
- Start with the queues or reports the finding affects
- Trace the field to its source before changing it
- Apply the correction with the source in view
- Verify the downstream screen shows the expected state, then record the result
Common questions
No. It identifies duplicate and merge candidates and shows a proposed result with a confidence score. A person applies the correction with the source in view.
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