Skip to content
Astera Technology

Company, person or household customer records?

Separate the relationship you serve from the people you contact.

Download complete case notes and answer keys ↓

Compare the operating models

In this fictional example, Lin buys for company Q. Lee and Wong book domestic visits for household H. All remain individual people. Q and H describe different customer relationships; a shared email or address does not establish either by itself.

Filled decision worksheet
Business requirementCompany plus contactsHousehold plus people
Q purchasingQ owns the commercial accountNo supplied household purpose
H home serviceInvents an unnecessary companyH links Lee/Wong and visits
Personal identityLin stays a person linked to QLee/Wong remain distinct
Download editable CSV ↓

Work through the chosen model

Store people separately from companies and households. Relationship fields explain supplied roles. Orders select the agreed customer; notifications select a contact. Household grouping alone grants no access to another member’s records.

  1. Identify the supplied relationship
  2. Link people with roles
  3. Choose customer and contact for the job

Grouping helps joint service but adds relationships to maintain. Begin with actual service/billing responsibility, not inferred family status.

Create two relationship records and three people: Q with Lin, H with Lee/Wong. Company purchasing and home service remain separate histories.

When the other model fits

Unrelated tenants share an address but purchase independently. Must they form one household?

Show the worked answer

No. Keep independent relationships unless a supplied joint-service purpose requires grouping.

Related resources

System integration services →