Financial Services CloudIntermediatedata-qualityfeeds
Handle FSC data quality for Financial Account feeds
Real World Scenario
Custodian feed sends duplicate FA records differing only by minor name variation.
Expected Answer
• Matching rules external ID primary account number
• Fuzzy match queue steward review
• Merge FA tool with related record reparent
• Quarantine invalid records error report custodian
• Data quality KPI duplicate rate unmatched rate
• Prevent advisor client confusion single FA canonical
Follow-Up Questions & Answers
Click to expand — each follow-up includes a direct, interview-ready answer
Direct answer: Matching rules external ID primary account number Also consider: Fuzzy match queue steward review In practice: Merge FA tool with related record reparent Balance speed of delivery with maintainability.
Architect Perspective
FA dedup at ingestion cheaper than advisor trust recovery after wrong balance shown.