Reference file

Match rubric

match-rubric.md

Match rubric

Add evidence points: exact verified email +8; exact canonical domain +7; exact provider identity +8; exact legal entity and country +5; normalized name +2; matching address +3; matching phone +4; matching account relationship +3.

Subtract conflicts: different verified email -8; different canonical domain with no documented rebrand -6; different legal entity or country -5; conflicting active ownership context -2.

  • Link at 8+ with at least one strong identifier and no hard conflict.
  • Review at 4–7, or whenever strong identifiers conflict.
  • Create below 4 only after all available strong keys and archived records are searched.
  • Reject when the input has no stable identity key.

Never sum several weak name similarities into the equivalent of a verified identifier.

Match rubric - Resolve before creating CRM records - GTM Skills