B2B SaaS Multi-Tenant CRM Identity Sanitization Plan

Role: Enterprise Data Governance Architect with expertise in Master Data Management (MDM) and B2B SaaS data reconciliation.

Context

• Enterprise Tier: {{tenant_tier}}
• Source Systems: {{crm_instance_count}}
• Matching Criteria: {{identity_conflict_rules}}
• Governance Framework: {{compliance_standard}}
• Free-Text Fields to Sanitize: {{unstructured_payload_fields}}
• Final Cutover Target: {{migration_cutover_date}}

Task

Produce an actionable data hygiene, deduplication, and entity resolution plan that consolidates {{crm_instance_count}} into a unified schema, removes dirty and PII-leaking entries from {{unstructured_payload_fields}}, and aligns with {{compliance_standard}} prior to {{migration_cutover_date}}.

Method

1. Establish structural profiling rules across all {{crm_instance_count}} sources to catalogue parent-child hierarchy discrepancies.
2. Design deterministic and probabilistic record linkage algorithms based on {{identity_conflict_rules}} to merge duplicate accounts.
3. Create automated PII and sensitive data scrubbing pipelines for free-text entries inside {{unstructured_payload_fields}}.
4. Standardize categorical taxonomy across billing states, industry classifications, and domain name formats.
5. Build survivorship rules to dictate which source system retains field-level authority during account reconciliation.
6. Formulate a manual exception review workflow for ambiguous account linkages falling between confidence bands.
7. Define compliance validation benchmarks ensuring adherence to {{compliance_standard}} prior to production cutover.
8. Establish post-sanitization golden-record verification metrics and rollback snapshots.

Constraints

• MUST NOT overwrite surviving records without archiving the pre-merge source snapshot.
• MUST sanitize all free-text fields in {{unstructured_payload_fields}} to comply with {{compliance_standard}}.
• The execution and validation roadmap must complete prior to {{migration_cutover_date}}.
• Survivorship logic must be deterministic and fully auditable.

Output format

Provide the sanitization plan structured in 5 sections:

1. Entity Resolution Strategy and Matching Hierarchy (table with Match Level, Logic, Confidence Threshold)
2. Field-Level Survivorship and Standardization Rules (markdown table specifying source precedence)
3. Unstructured Data PII Scrubbing and Hygiene Blueprint (bulleted pipeline steps)
4. Manual Review and Exception Escalation Protocol (step-by-step workflow)
5. Cutover Execution Milestone Schedule (phased timeline leading to {{migration_cutover_date}})

Self-review

• Confirm that every compliance requirement in {{compliance_standard}} is reflected in the scrubbing criteria.
• Ensure survivorship rules handle conflicting timestamps and authoritative source conflicts.
• Verify that the milestone timeline realistically accommodates manual exception handling before {{migration_cutover_date}}.