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Agents Product Matching Data Integrity Agent
Product Matching Data Integrity Agent Icon

Product Matching Data Integrity Agent

Continuously monitors and validates customer data for completeness, accuracy, and recency, triggering targeted remediation to maintain high-quality customer profiles.

Upsell and cross-sell initiatives depend on reliable customer data. Yet customer profiles are often scattered across systems, contain gaps or outdated values, and require manual cleanup. These data integrity issues lead to missed product matching opportunities and inconsistent execution. Manual validation and correction efforts further introduce operational inefficiencies and delay revenue-generating activity.

The Product Matching Data Integrity Agent automates customer data quality assurance by continuously evaluating customer profiles against internal and external data sources. It consolidates CRM account data, transaction histories, product usage signals, support ticket information, and third-party enrichment inputs. The agent checks for completeness, verifies accuracy across sources, and assesses data recency to detect outdated or conflicting entries. When issues are identified, it automatically triggers remediation actions — including enrichment routines, update requests, or alerts to the responsible owner, while logging all exceptions in an auditable trail.

By automating data validation and exception handling, the agent improves data trustworthiness and ensures that product matching and account growth decisions are based on reliable information. The result is reduced manual oversight, higher process and employee productivity, and a continuously maintained single source of truth that strengthens upsell and cross-sell execution.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Product Matching Data Integrity Agent:

Customer Data Packet: Quantum Dynamics Inc.


Request Timestamp: 2023-10-26T10:00:00Z
CustomerID: QD-88431




1. Internal Customer Profile (CRM Data)


    

  • Company Name: Quantum Dynamics Inc.
    • 

  • Primary Contact: John Allen
    • 

  • Title: Director of Operations
    • 

  • Email: j.allen@quantumdynamics.fake
    • 

  • Phone: (555) 123-4567
    • 

  • Address: 1500 Innovation Drive, Tech Park One, San Jose, CA 95112
    • 

  • Industry: 
    • 

  • Account Tier: Gold
    • 

  • Last Profile Update: 2022-08-15
    • 



2. Recent Transaction History


    

  • Transaction ID: TRN-2023-9912
    • 

  • Date: 2023-09-20
    • 

  • Product: Core Analytics Platform - Annual Renewal
    • 

  • Amount: $75,000
    • 

  • Status: Paid
    • 

  • Authorized By: Jane Smith, VP of Technology
    • 



3. Recent Support Ticket Notes (Unstructured)


    

  • Ticket ID: TCK-58193
    • 

  • Date: 2023-10-11
    • 

  • Subject: API Integration Latency
    • 

  • Notes: "Met with Jane Smith and her team regarding latency issues. They are planning to expand their usage of the platform in Q1 2024. Jane mentioned they completed their move to a new HQ last month. She will be the main point of contact for technical matters going forward, replacing John Allen who moved to a different division."
    • 



4. Product Usage Records (Last 90 Days)


    

  • Product Module: Data Visualizer - Average Daily Users: 150 (Stable)
    • 

  • Product Module: Reporting Suite - Average Daily Users: 125 (Stable)
    • 

  • Product Module: Predictive Engine - Average Daily Users: 25 (Decreased from 70 in previous 90-day period)
    • 



5. Third-Party Enrichment Data Snippet


    

  • Source: CorpIntel Pro
    • 

  • Data Pulled: 2023-10-25
    • 

  • Company: Quantum Dynamics Incorporated
    • 

  • Registered HQ Address: 4550 Frontier Avenue, Suite 200, Austin, TX 78744
    • 

  • Key Executive: Jane Smith, VP of Technology
    •

Deliverable Example

Sample output delivered by the Product Matching Data Integrity Agent:

Data Integrity Report: Quantum Dynamics Inc.


Report ID: DIR-QD88431-20231026
Generated On: 2023-10-26T10:00:15Z
Overall Status: Action Required




Executive Summary


This report identifies critical data integrity issues for customer Quantum Dynamics Inc. (QD-88431). Key findings include missing profile information, significant discrepancies in primary contact and address data, a stale profile record, and an anomalous drop in product usage. Automated remediation workflows have been initiated.


1. Completeness Assessment


The following required fields are missing from the customer's core profile.






Field Name
Priority
Recommended Action






Industry
High
Populate field in CRM to improve segmentation and product matching.






2. Accuracy Validation


The agent detected discrepancies between the primary CRM data and information from recent transactions, support tickets, and third-party sources.






Field Name
CRM Value
Conflicting Source Data
Confidence






Primary Contact
John Allen
Jane Smith, VP of Technology (Support Notes, Transaction History)
High




Address
1500 Innovation Dr, San Jose, CA
4550 Frontier Ave, Austin, TX (Support Notes, 3rd-Party Data)
High






3. Recency Monitoring


The core customer profile has not been updated in over a year, indicating potentially stale information.






Data Record
Last Updated
Status






Core Customer Profile
2022-08-15
Stale (Over 14 months)






4. Anomaly Detection


An unusual pattern was detected in the product usage data from the last 90 days.


    

  • Anomaly: 64% Drop in Usage
    • 

  • Product Module: Predictive Engine
    • 

  • Details: Average daily users decreased from a stable ~70 to 25. This sudden drop is a deviation from historical usage patterns and may indicate customer dissatisfaction, a technical issue, or a change in business needs.
    • 



5. Triggered Remediation Workflows


Based on the findings, the following automated actions have been initiated:


    

  • [WORKFLOW-01] An SFDC task has been created and assigned to the Account Manager to verify and update the Primary Contact and Address for Quantum Dynamics Inc.
    • 

  • [WORKFLOW-02] The account has been flagged for a Proactive Health Check by the Customer Success team to investigate the drop in 'Predictive Engine' usage.
    • 

  • [WORKFLOW-03] An alert has been sent to the Sales Operations team to populate the missing 'Industry' field.
    • 



6. Audit Log Record


A permanent record of this validation check has been logged for compliance and traceability.


    

  • Log Timestamp: 2023-10-26T10:00:15Z
    • 

  • Event Type: Data Integrity Validation
    • 

  • Customer ID: QD-88431
    • 

  • Issues Found: Completeness (1), Accuracy (2), Recency (1), Anomaly (1)
    • 

  • Actions Taken: Initiated Workflows (SFDC Update, Health Check, Data Enrichment)
    • 

  • Status: Closed / Actions Triggered
    •

Opportunity to impact key functional area KPIs

Revenue Growth
Data Accuracy
Employee Productivity

By ensuring sales teams have complete and accurate customer profiles, the agent directly improves product matching and accelerates upsell and cross-sell opportunities.

Accelerate Upsell & Cross-Sell Cycles
  • Proactively identifies gaps and conflicts in customer profiles before they delay deals.
  • Provides sales teams with reliable, ready-to-use data to expedite execution.
  • Reduces the time from opportunity identification to close by eliminating data-related friction.
Improve Sales Targeting Accuracy
  • Consolidates data from CRM, transactions, and product usage for a 360-degree view.
  • Enriches profiles with third-party data to uncover new product matching opportunities.
  • Ensures recommendations are based on the most current and accurate customer information.

By continuously validating and enriching customer profiles against multiple sources, it establishes a reliable single source of truth for all account growth activities.

Establish a Single Source of Truth
  • Continuously monitors customer profiles for completeness, accuracy, and recency.
  • Automatically verifies account data against both internal and external sources.
  • Maintains a complete, auditable trail of all data corrections and exceptions.
Automate Data Validation & Enrichment
  • Detects and flags outdated or conflicting entries across systems in real-time.
  • Initiates automated data enrichment routines to fill in missing information.
  • Triggers remediation actions like update requests or alerts to data owners.

By automating the tedious process of manual data cleanup and verification, the agent frees sales teams to focus on revenue-generating and strategic client engagement.

Eliminate Manual Data Cleanup
  • Replaces time-consuming manual validation with continuous automated monitoring.
  • Automatically consolidates customer data scattered across multiple systems.
  • Reduces the operational burden of correcting incomplete or outdated records.
Focus Teams on High-Value Activities
  • Frees up sales and account teams from administrative data maintenance tasks.
  • Allows representatives to spend more time building relationships and selling.
  • Provides trustworthy data that enables faster, more confident decision-making.

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