AgentSkillsCN

identity-resolution

用于通过受管规则跨丰富来源匹配客户、联系人和业务机会。

SKILL.md
--- frontmatter
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.