The single view of the client the legacy ERP & tender systems never had — the same account, mastered across the Bajel ERP and every tender / project system, resolved into one.
13 fragmented records across 5 source masters resolve to 6 golden records — a 54% duplicate rate collapsed on merge. Reconcile the 6 clients with conflicting payment terms to stop cash leakage and unlock the 6 cross-system accounts.
6 of 13 records resolved to golden · 7 duplicates collapsed · 6 term conflicts open
The same client sits on Net terms in the ERP and Milestone / LC terms in a tender system across 6 accounts — direct cash leakage and credit risk a single master removes.
13 raw records reduce to 6 golden — finishing survivorship gives every team one account, one team, one set of terms.
6 golden records are already served across ≥2 systems — the resolved master is the cross-sell base no single ERP / tender system could see alone.
Golden record is the join key for Customer 360 and Cash 360
Each segment and tender system kept its own client list, so PGCIL, the state utilities and Adani each exist several times across the systems — with different names, IDs and even payment terms. Until they're resolved, no one can see the true relationship, total exposure, or cross-sell base. This is the golden record AI builds on top of the mesh.
The ★ master survives; the rest merge with a match confidence. Conflicting terms are flagged in red.
| Source system | Name as stored | ID | Terms | AR | Match |
|---|---|---|---|---|---|
| ★Bajel ERP / SAP | Power Grid Corporation of India Ltd | ACCT-40011 | Net 45 | ₹420 Cr | master |
| 0PGCIL / utility tender portal | PGCIL (TBCB) | TBCB-7701 | Milestone | ₹300 Cr | 96% |
| 0Project ERP / Primavera | Power Grid (line packages) | PRJ-5501 | Milestone | ₹180 Cr | 92% |
Conflict: payment terms differ across systems (Net 45 vs Milestone). Survivorship keeps the master's Net 45; the others are flagged for credit to reconcile — exactly the kind of leakage a single view removes.
Cross-segment signal: Power Grid Corp (PGCIL) is served across 3 Bajel systems / segments. That's a relationship to coordinate (one account team, one set of terms) — and a cross-sell base already inside the house.
Fuzzy + LLM matching on name, address and tax ID links 'Power Grid Corporation of India Ltd', 'PGCIL (TBCB)' and 'Power Grid (line packages)' to one entity — with a confidence score, not a blind merge.
Records above the confidence threshold collapse into one; borderline matches are queued for a human steward.
Survivorship rules pick the winning value field-by-field (most-recent, most-complete, or the governed source) to form the golden record.
Conflicts — different terms, duplicate AR — are surfaced to credit and sales, and total exposure is netted across the brands.
The golden record is the join key for everything else: it lets Clients & Utilities 360 show one account, Cash 360 net one exposure, and the cross-sell engine see that a client already buys from two segments — the same entity-resolution layer that powers the project-grain and order/tender views.