How should systems match records when they use different identifiers?

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Open questionLast verified: 2026-08-13
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  • #3459

    Names and email addresses change, and duplicate people or organizations can look similar. What should an integration design include?

    #3460
    Accepted answer

    Choose stable source identifiers and define which system owns each identity. Document crosswalk creation, confidence rules, duplicate handling, manual review, merge and unmerge processes, history, and error reporting. Never silently overwrite a source key with a heuristic match. Test ambiguous and changed records before launch. FAR Part 11 supports defining essential functional and performance requirements before selecting the technical solution.

    #3524
    Community reply

    How should the system handle a confident match that a human later proves is wrong?

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