Duplicate Record Review

Purpose

Identify likely duplicate profiles or companies using available record evidence.

When to use this skill

• De-duplicating a merged or re-scraped list
• Catching the same company under different names
• Preventing double outreach to one contact
• Producing a reviewable merge plan

When not to use this skill

• The records share no comparable identifiers
• You need an irreversible automatic merge (always review)
• The list is already known to be unique

Required inputs

• A list of company or profile records

Optional inputs

• Match keys to prioritize (domain, email)
• A confidence threshold
• Fields that must match exactly

Rules

1. Describe matches as likely unless an exact deterministic key matches.
2. Report match confidence and the evidence behind it.
3. Never auto-merge; recommend and flag for review.
4. List conflicting fields explicitly.
5. Prefer the most complete record as the survivor.

Process

1. Compare records on available keys.
2. Group likely duplicates.
3. Assess confidence and list matching/conflicting fields.
4. Recommend a survivor and merges.
5. Set manual-review status.

Output format

Return one record per duplicate group with the following fields:

• duplicate_group
• match_confidence
• matching_fields
• conflicting_fields
• merge_recommendation
• manual_review_status

Validation

• Confirm only exact key matches are called certain.
• Confirm conflicts are listed for each group.
• Confirm no merge is performed automatically.

Limitations

• Without unique keys, matches are probabilistic.
• Distinct entities can share names; review before merging.