DATA QUALITY REVIEW · Workflow idea

Spot likely duplicate records without deleting a person’s information by mistake.

For a data-cleaning exercise or an authorized import, identify records that share an email address and prepare a proposed unique list with counts for review. A shared or changed address does not always mean two records belong to the same person, and keeping only the first match may discard useful details. Preserve the original dataset, normalize matching rules carefully, inspect conflicts, and require a data owner to approve any merge or deletion.

A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
A data owner requests a duplicate review
Produces
A proposed unique-record list with duplicate counts, source references, and approval status.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

A permitted dataset with a documented matching purpose

“Highlight likely duplicate records while preserving the original information and uncertain matches.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps teams identify possible duplicate records by comparing email fields.

  1. Confirm data ownership and matching purpose

    Check that the dataset may be cleaned for the intended use.

  2. Review how email matches are defined

    Agree how case, whitespace, missing values, and changed addresses are handled.

  3. Compare likely duplicates and conflicting fields

    Check more than one value before deciding records refer to the same person.

  4. Preserve the source and document proposed changes

    Keep a recoverable original and a clear list of records for review.

  5. Approve merges or removals with the data owner

    Do not delete or overwrite records based only on a matching email.

03 / The result

Something useful.
Something to build on.

A proposed unique-record list with duplicate counts, source references, and approval status.

AmbactiWorkflow folio · 5 steps

Review possible duplicate records

Reviews & approvals · Example outcome

The handoff

A proposed unique-record list with duplicate counts, source references, and approval status.

Keep in mind

Matching values can belong to different records, and discarding all but one may lose important history. Keep an unchanged source copy, review conflicting fields and shared addresses, protect contact details, and have an authorized owner approve merges or removals.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Keep an unchanged source copy

Make every proposed change reversible and traceable.

Document matching and conflict rules

Define how shared, blank, or outdated addresses are handled.

Limit access to contact information

Only authorized reviewers should see personal data in the dataset.

Require approval before changing records

Assign a data owner to review and confirm merges or removals.

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Start with your brief. Make the process your own.

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