Golden record

FieldValueTaken fromWhyDeciding tier
First nameWilliamEnrollment enrollment:1251agency-a-derived/enrollment_clean.csv, row 1251Most trusted source (enrollment over CRM)Rules (automatic)
Last nameKellyEnrollment enrollment:1251agency-a-derived/enrollment_clean.csv, row 1251Most trusted source (enrollment over CRM)Rules (automatic)
SuffixNoneNoneNo record has a valueNone
Birth date1954-05-03Enrollment enrollment:1251agency-a-derived/enrollment_clean.csv, row 1251Most trusted source (enrollment over CRM)Rules (automatic)
MBI (last 4 only)*******TW86Enrollment enrollment:1251agency-a-derived/enrollment_clean.csv, row 1251Most trusted source (enrollment over CRM)Rules (automatic)
Street5057 Eaton WellCRM crm:C-01362agency-a-snapshot/clients.csv, row 1362Most recent recordRules (automatic)
CityMillerportCRM crm:C-01362agency-a-snapshot/clients.csv, row 1362Most recent recordRules (automatic)
StateWACRM crm:C-01362agency-a-snapshot/clients.csv, row 1362Most recent recordRules (automatic)
ZIP98618CRM crm:C-01362agency-a-snapshot/clients.csv, row 1362Most recent recordRules (automatic)
Phone(407) 555-0173CRM crm:C-01362agency-a-snapshot/clients.csv, row 1362Most recent recordRules (automatic)
EmailNoneNoneNo record has a valueNone

Member records side by side

FieldCRM crm:C-01362Enrollment enrollment:1251
First nameBillWilliam
Last nameKellyKelly
Birth date1954-05-031954-05-03
MBI (last 4 only)*******TW86*******TW86
Street5057 Eaton WellMissing
CityMillerportMissing
StateWAMissing
ZIP98618Missing
Phone(407) 555-0173Missing
EmailMissingMissing
Sourceagency-a-snapshot/clients.csv, row 1362agency-a-derived/enrollment_clean.csv, row 1251
Active policyYesYes

Merge log lines for this person

LineActionPairTierScoreRule
1271Mergedcrm:C-01362 and enrollment:1251Rules (automatic)0.9999AUTO-MATCH-HIGH (Automatic match)

Household

Household graphOnly this person is in the household.William Kelly

Only this person is in the household.

  • William Kelly (this person)