Identity Resolution

Use to match accounts, contacts, and opportunities across enrichment sources with governed rules.

Published by @gtmagents·0 agent reads / 30d·0 saves·Updated June 14, 2026

Identity Resolution Playbook Skill

When to Use

Normalizing provider outputs before syncing to CRM/CDP.
Tying intent, enrichment, and product telemetry to the same account/contact IDs.
Diagnosing duplicate or conflicting records in downstream systems.

Framework

Key Hierarchy – define primary/secondary keys (domain, account_id, email, person_id).
Matching Logic – configure deterministic and fuzzy rules, tie-breakers, and confidence scoring.
Conflict Handling – specify precedence rules, merge policies, and exception queues.
Governance – document owners, change control, and monitoring cadence.
Audit Trail – capture lineage metadata, before/after snapshots, and rollback steps.

Templates

Matching rule matrix (field, rule type, weight, confidence threshold).
Exception queue workflow with owners + SLAs.
Audit workbook for sampling matches vs source-of-truth.

Tips

Start with deterministic keys (domain, CRM ID) before fuzzy logic to reduce noise.
Version rules so downstream teams know when behavior changes.
Pair with signal-taxonomy to keep IDs aligned with schema updates.

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Sharebench · Public bench

Connect via MCP.

Add the public bench to any AI tool. Your agents read every artifact you see — no signup needed.

1Pick your tool

# Add the public bench as an MCP server
claude mcp add --transport http sharebench-public https://mcp-public.sharebench.ai

# Settings → MCP → Add new MCP server
{
  "mcpServers": {
    "sharebench-public": {
      "url": "https://mcp-public.sharebench.ai"
    }
  }
}

# Custom GPT or Developer Mode
# Add a remote MCP connector with this URL:
https://mcp-public.sharebench.ai

# Append to ~/.codex/config.toml
[mcp_servers.sharebench_public]
url = "https://mcp-public.sharebench.ai"

2Ask your agent for an artifact

Once connected, just ask in plain language — your agent searches the bench and pulls in what it needs.“Pull the brand voice from sharebench and rewrite this draft.”