Financial Services CloudAdvanceddata-qualityhouseholdfinancial-account
Architect FSC duplicate Contact resolution without breaking Financial Account Role links
Real World Scenario
Duplicate Contact merge standard tool reparents FA Roles incorrectly leaving orphan FA visibility after MDM dedupe batch.
Expected Answer
• Pre-merge analysis report FA Roles on loser Contact
• Custom merge service reparent FA Roles to master before Contact merge
• Block merge if conflicting FA Roles same FA both contacts
• Steward queue manual merge high-value household advisor review
• Post-merge validation script FA Role count unchanged sum
• Integration MDM sync merge event to custodian update
• Audit merge history compliance retention
Follow-Up Questions & Answers
Click to expand — each follow-up includes a direct, interview-ready answer
Direct answer: Pre-merge analysis report FA Roles on loser Contact Also consider: Custom merge service reparent FA Roles to master before Contact merge In practice: Block merge if conflicting FA Roles same FA both contacts Optimize for scale and operational observability.
Architect Perspective
Contact merge in FSC is FA Role surgery—never use blind standard merge on wealth clients.