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Use case · data foundation

A customer golden record your business will actually trust.

Master data is where most AI programmes quietly fail. If the customer record is duplicated, conflicting or unowned, every agent downstream inherits the mess. We build the governed foundation first — on Microsoft Fabric and Profisee — and put agents on the matching work while stewards keep the decisions.

The problem

Why this queue costs what it costs.

The same customer, six times over

Customers arrive through different systems, regions and acquisitions, each with its own spelling, hierarchy and identifiers. Reporting disagrees with itself, onboarding repeats work already done, and nobody can say which record is authoritative.

Stewardship doesn't scale by hiring

Manual matching and survivorship is slow, inconsistent between stewards, and unbounded — the exception queue grows faster than the team clearing it. Meanwhile the business waits on onboarding.

How it works

What the agent does, and where the human stays.

Step 01

Build the governed foundation

Microsoft Fabric for the data engineering layer and Profisee for MDM: source onboarding, match rules, survivorship policy, hierarchy management and the stewardship workflow, designed with your data owners rather than handed to them.

Step 02

Score quality at the door

The Data Quality Sentinel profiles every incoming feed against the domain's rules and quarantines records that would pollute the golden record — with the quality score published per source, so accountability sits with the owner.

Step 03

Let agents propose, stewards dispose

The Customer Match & Survivorship Agent resolves duplicates and proposes the surviving record field by field, showing which source won and why. Stewards approve, edit or reject; nothing merges silently.

Step 04

Run the queue, don't drown in it

The Stewardship Copilot prioritises exceptions by business impact, drafts the recommended resolution and escalates policy exceptions to the named data owner.

Step 05

Then build on top

Once the golden record is trustworthy, customer mapping, onboarding automation and downstream AI agents become straightforward. Before that, they are a liability.

Guardrails

The constraints that make it deployable.

These are not aspirations. They are enforced in the build, checked by the eval suite and visible in the audit trail.

01No merge above the confidence threshold without a steward's approval; every merge reversible and logged.
02Every surviving field shows its source and the survivorship rule that selected it.
03Quarantine rather than silent deletion — rejected records are visible and remediable.
04Rule and policy changes require data-owner approval, versioned with change history.
05Data quality scores published per source system so accountability sits with the owner, not the steward.
Measurement

What the sponsor sees every month.

The baseline is agreed with Finance before we start. These are the lines on the console — and what our outcome fee is read from.

Duplicate rate in the golden record

Records processed per steward day

Exception backlog age

Customer onboarding cycle time

First-time pass rate by source system

Agents involved
Customer Match & Survivorship AgentData Quality SentinelStewardship CopilotData Readiness AuditorOutcome Attribution Agent
See each agent's inputs and guardrails →
Typical timeline

12 weeks to first production outcome

Blueprint and eval scaffolding by week 2, shadow mode by week 8, approve mode with a measured result by week 12 — then autonomy expands on evidence.

How AIM sequences it →
Let's talk

Tell us the number you need to move.

A 45-minute working session with an operator who has run the kind of work you are describing. You will get an honest read on where your programme stands and what it would take to move it.