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identity-resolution

@gtmagents/gtm-agents
26
0

Use to match accounts, contacts, and opportunities across enrichment

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

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.