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THE TECHNICAL LANGUAGE OF DIGITAL B2B INFRASTRUCTURE

PRACTICE
DATA ENGINEERING

Identity Resolution

The process of linking identifiers such as emails, device IDs and account numbers that belong to the same person or company into one profile.


BUSINESS RELEVANCE

Without a resolved identity, one buyer appears as several anonymous visitors, leads and contacts, which inflates audience counts, breaks attribution and causes sales and marketing to contact the same person with conflicting messages.


IMPLEMENTATION EXAMPLE

A SaaS company configures identity rules in its CDP so that an anonymous web ID merges into a profile when the visitor submits a form with a work email, and the same email links the CRM contact ID and product user ID.


LIMITATIONS

Merge rules that are too loose join different people, for example on shared devices or generic inboxes, and wrong merges are hard to undo. Probabilistic matching adds reach but lowers accuracy, and linking identifiers may require consent under GDPR.


TECHNICAL EXPLANATION

Deterministic matching joins records that share an exact identifier, such as a hashed email or login ID, while probabilistic or ML matching scores similarity across fields like name, address and IP. An identity graph stores the links, and rules set which identifiers must be unique and which sources may trigger merges. Inputs are normalized first, for example lowercased and trimmed. It underpins Customer Data Platform (CDP) profiles and Cross-Device Tracking.


Secondary Topics

Performance Advertising, Revenue Operations

Sources

Twilio Segment Documentation — Identity Resolution Overview — https://www.twilio.com/docs/segment/unify/identity-resolution; AWS Documentation — What is AWS Entity Resolution? — https://docs.aws.amazon.com/entityresolution/latest/userguide/what-is-service.html