Normalize before matching
Standardize domains, company names, and empty values before combining records. Consistent inputs reduce ambiguous matches and prevent avoidable downstream mistakes.
Turn messy inputs into consistent fields, reusable conditions, and scoring logic that your team can inspect.

Standardize domains, company names, and empty values before combining records. Consistent inputs reduce ambiguous matches and prevent avoidable downstream mistakes.
A qualification formula should make the decision clearer. Separate hard exclusions from weighted signals and preserve the reasons an account passed or failed.
Include blank fields, unexpected formats, and contradictory information in your test set. A transformation is useful only when it behaves predictably outside the happy path.
Clean fields and understandable logic across every play.
An illustrative path through the work. Adapt the inputs, conditions, and review points to your team.
