Our summary
Importing records from different systems can create duplicates with different spellings or abbreviations. This recipe asks Jev whether two records describe the same organization at the same location. Its policy keeps separate branches and parent companies distinct rather than merging everything with a similar name.
Ordinary software cleans up website addresses and phone numbers and supplies the comparison results as facts. Jev rates the remaining evidence, and the program maps that rating to keep, review, or merge. The author compares this approach with showing only the raw records.
Small score changes can cross a sharp cutoff, so uncertain pairs need a genuine review range. Candidate selection also matters: a larger system should cheaply shortlist plausible pairs first. The author's small sample is not evidence that automatic merging is safe for another organization's data.
Key takeaways
- Define whether branches and subsidiaries count as separate organizations.
- Compute exact comparisons before asking the AI to judge.
- Leave uncertain matches for review before changing records.