Record reconciliation

Search first, reuse canonical records, and write only what the evidence supports.

When to use

• Email, transcripts, chat, or a briefing names a trackable person or task.
• Two systems contain possible duplicates.
• Ownership, status, or dates differ across records.
• A contact or interaction must be linked to existing work.

When not to use

• The source is too weak to identify the person or task.
• The destination cannot protect confidential-source information.
• The request is a bulk migration that needs its own mapping and rollback plan.

What you need