CRM audit rubric

Score each rule on impact, prevalence, confidence, and recurrence.

Severity

Score	Definition	Example
4 critical	Causes unauthorized access, material reporting error, or immediate customer harm	Active records owned by a departed user with live routing
3 high	Breaks routing, pipeline decisions, or attribution for a meaningful segment	Duplicate accounts splitting activity and opportunity value
2 medium	Slows execution or weakens analysis but has a safe workaround	Missing industry on target accounts
1 low	Cosmetic or rarely used	Optional formatting inconsistency

Batch priority

Calculate severity × affected percentage × recurrence multiplier. Use affected percentage as a decimal. Set recurrence multiplier to 2 when the source is still producing defects, otherwise 1. Prioritize ongoing corruption even when its current count is smaller.

Start with no more than 100 operations or 5% of the affected population, whichever is smaller. For irreversible merges, begin with 10. Expand only after the same audit passes and reconciliation shows no unexplained outcomes.

Confidence of 100% means the value follows deterministically from an owned source or explicit rule. At 80–99%, require sampled review. Below 80%, route the record for a human decision rather than proposing a write.