DEDUP COCKPIT · NON-DESTRUCTIVE
CUSTOMER MERGE · C-04127 ↔ C-04309 · MANAGER REVIEW
Customer merge side-by-side comparison · field-level picker
Merge duplicate customer records safely. Pick winning value per field · the duplicate is archived after merge · not destructively deleted. Records with active legal or accounting lock cannot merge until lock clears. All actions audit-logged. Permission · Branch Manager+.
Non-destructive · archive only
Permission · Branch Manager
Primary recordC-04127 · keep as winner
Winner
KM
Khadija Al Mansouri
C-04127 · since Mar 2023 · VIP top 5% lifetime · 2 deals
KYC complete2 deals
Duplicate recordC-04309 · archive after merge
To archive
KM
Khadeja Al Mansoori
C-04309 · since Sep 2024 · 0 active deals · created during walk-in
KYC partial1 abandoned lead
Field comparisonpick winning value per row · default = primary
9 fields ready
FieldPrimary · C-04127Duplicate · C-04309Pick
Full name
Khadija Al Mansouri
Khadeja Al Mansoori
Primary
Mobile
+971 50 ••• 9143
+971 50 ••• 9143
Match
Emirates ID
784-1991-•••••••-3
784-1991-•••••••-3
Match
Nationality
UAE national
UAE national
Match
Preferred branch
Yas Mall · Abu Dhabi
Yas Mall · Abu Dhabi
Match
Active deals
2 won · 1 post-sale
0 active · 1 abandoned
Merge both
Documents
12 signed · all valid
2 partial · 1 abandoned
Merge both
Payment history
485K · 2 settled · verified by Accounts
0 settlements
Primary truth
Merge result previewWHAT THE WINNING RECORD LOOKS LIKE
9 fields ready
Winner record
C-04127 · Khadija Al Mansouri · keeps customer-since Mar 2023
Archived record
C-04309 · readable-only · kept for audit · cannot reopen for new sales
Lead history
Both old leads attached to C-04127 timeline · L-pending from C-04309 marked merged
Payments
Accounts ledger unchanged · merge does not move money · audit-safe
Documents
12 docs from C-04127 + 2 partial from C-04309 attached · 14 total · deduplicated by hash
Reversibility
Reversible within 30d by Branch Manager+ · after 30d only manual support ticket
No active accounting lock. Both records currently safe to merge.
Email present only on Primary. Duplicate had no email · keeping Primary's value is correct.
Audit event will be logged with merger identity (S. Manager · manager-001) · timestamp · reason · field choices.
Data rules4
- Duplicate record is ARCHIVED · never destructively deleted
- Records with active accounting or legal lock cannot merge until lock clears
- Audit event logged with merger identity · reversible within 30 days
- Payments ledger unchanged · Accounts owns settlement truth