Omnichannel Integration · One identity · Component

The matching

How interactions are attributed to a person — the precondition for everything else in this object.

The deliverable

What it is

Deterministic matching on an identifier the customer provides is accurate and incomplete. Probabilistic matching fills the gaps and occasionally joins two different people.

The design question is what identifier can be obtained early and used consistently, and it is worth designing the experience around obtaining it.

One level in

What it is made of

Each element is a constituent part of the component. Follow one to see the attributes it carries.

  1. The method

    How records are matched.

    3 attributes: Method · Identifier · Coverage

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  2. The identifier

    What the matching relies on.

    3 attributes: Identifier · Available from · Persistence

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  3. The coverage

    What proportion of interactions can be attributed.

    3 attributes: Matched · At stage · Trend

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An identifier available only after purchase cannot help before it, which is where the anonymity problem actually sits.