Drill to the actual records behind every number — the open invoices, the offline devices, the duplicate accounts, the at-risk contracts. Sort, filter, and export the work-list.
The CRM/ERP fragments resolving to each golden customer — spot duplicates, low-confidence merges and term conflicts.
| Golden record | Source system | Name as stored | Source ID | Terms | AR | Match conf | Master |
|---|---|---|---|---|---|---|---|
| Corporate Treasury: Tata Group | RFI estimating | Corporate Treasury: Tata Group Corp | RFI-1190 | Net 30 | $5.1M | 95% | — |
| Corporate Treasury: Tata Group | ECD legacy | Corporate Treasury: Tata Group | ECD-330 | Net 45 | $4.0M | 90% | — |
| Hybrid Fund Investor: K. Rao | ISC legacy | API | ISC-119 | Net 30 | $1.9M | 84% | — |
| IBM | ECD legacy | Int'l Business Machines | ECD-455 | Net 45 | $4.5M | 90% | — |
| Institutional Client: ICICI Bank | Retention Campaign Launch legacy | Institutional Client: ICICI Bank Inc | TPB-228 | Net 30 | $3.0M | 89% | — |
| NRI Wealth Client: A. Patel | RFI estimating | Kaiser Foundation Health Plan | RFI-3382 | Net 45 | $6.0M | 93% | — |
| R. Mehta | AFA legacy (ERP) | R. Mehta LP | AFA-3001 | Net 30 | $4.6M | 97% | — |
| R. Mehta | Hybrid Fund B legacy | R. Mehta Finance L.P. | FC-771 | Net 45 | $4.0M | 91% | — |
| S. Gupta | AFA legacy (ERP) | S. Gupta Corp | AFA-4471 | Net 45 | $4.4M | 96% | — |
| S. Gupta | RFI estimating | Federal Express | RFI-2208 | Net 30 | $3.9M | 92% | — |
| S. Gupta | Ion247 PSA | S. Gupta Ground | ION-882 | Net 45 | $4.2M | 88% | — |
| Tax-saving Investor: M. Desai | RFI estimating | Align Tech | RFI-4410 | Net 45 | $3.3M | 92% | — |
| UPS | AFA legacy (ERP) | UPS | AFA-5102 | Net 30 | $3.1M | 95% | — |
| UPS | Ion247 PSA | UPS Supply Chain Solutions | ION-410 | Net 45 | $2.2M | 86% | — |