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Astera Technology

Resolve conflicting customer references in a lead match

Hold an ambiguous match when different identity evidence points to different accounts.

Make a contradiction visible before conversion

Synthetic L-87 supplies customer reference C-11 but its reply address is recorded on C-12. Either may be outdated or incorrectly supplied; the fixture does not rank email above customer reference. Keep L-87 in identity review and ask the account owner to establish the correct relationship. L-88 has both signals pointing to C-11 and can continue, while L-89 has no known match and stays a new candidate.

Filled synthetic operating record
LeadReference resultAddress resultConversion action
L-87C-11C-12Hold conflicting match
L-88C-11C-11Continue as C-11 candidate
L-89No reference suppliedNo existing matchNew candidate; no forced association
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Resolve the relationship instead of choosing a key

  1. Compare each supplied identifier
  2. Detect cross-account disagreement
  3. Obtain account-owner resolution
  4. Apply documented relationship

Do not send account details for either C-11 or C-12 to the uncertain address while investigating.

The account owner confirms L-87 belongs to C-11 and the address is stale on C-12. What changes?

Show the worked answer

Link L-87 to C-11 using the resolution evidence. Open a separate correction for C-12’s stale endpoint; do not merge the two accounts.

This does not replace access checks or a customer verification procedure. It defines the CRM association decision only.

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