The single view of the customer Pavion didn't have — the same account, mastered in every acquired brand's system, resolved into one.
24 fragmented records across 8 source masters resolve to 10 golden records — a 58% duplicate rate collapsed on merge. Reconcile the 6 customers with conflicting payment terms to stop cash leakage and unlock the 9 cross-brand accounts.
10 of 24 records resolved to golden · 14 duplicates collapsed · 6 term conflicts open
The same buyer sits on Net 30 in one brand and Net 60 in another across 6 accounts — direct cash leakage and credit risk a single master removes.
24 raw records reduce to 10 golden — finishing survivorship gives every team one account, one team, one set of terms.
9 golden records are already served by ≥2 brands — the resolved master is the cross-sell base no brand system could see alone.
Golden record is the join key for Customer 360 and Cash 360
Every acquisition brought its own customer list, so FedEx, Oracle and Kaiser each exist several times across the brand systems — with different names, IDs and even payment terms. Until they're resolved, no one can see the true relationship, total exposure, or cross-sell base. This is the golden record AI builds on top of the mesh.
The ★ master survives; the rest merge with a match confidence. Conflicting terms are flagged in red.
| Source system | Name as stored | ID | Terms | AR | Match |
|---|---|---|---|---|---|
| ★Pavion CRM (Salesforce) | FedEx Corporation | ACCT-10231 | Net 30 | $6.1M | master |
| 0AFA legacy (ERP) | FedEx Corp | AFA-4471 | Net 45 | $4.4M | 96% |
| 0RFI estimating | Federal Express | RFI-2208 | Net 30 | $3.9M | 92% |
| 0Ion247 PSA | FedEx Ground | ION-882 | Net 45 | $4.2M | 88% |
Conflict: payment terms differ across systems (Net 30 vs Net 45). Survivorship keeps the master's Net 30; the others are flagged for credit to reconcile — exactly the kind of leakage a single view removes.
Cross-brand signal: FedEx is served by 4 Pavion brands. That's a relationship to coordinate (one account team, one set of terms) — and a cross-sell base already inside the house.
Fuzzy + LLM matching on name, address and tax ID links 'Federal Express', 'FedEx Corp' and 'FedEx Ground' to one entity — with a confidence score, not a blind merge.
Records above the confidence threshold collapse into one; borderline matches are queued for a human steward.
Survivorship rules pick the winning value field-by-field (most-recent, most-complete, or the governed source) to form the golden record.
Conflicts — different terms, duplicate AR — are surfaced to credit and sales, and total exposure is netted across the brands.
The golden record is the join key for everything else: it lets Customer 360 show one account, Cash 360 net one exposure, and the cross-sell engine see that a customer already buys from two brands — the same entity-resolution layer that powers the office-grain and quote views.