Entity Resolution
As the agents pull advisors, firms, and products from your CRM, your inbox, and the public regulatory record, the same real-world firm can show up under slightly different names. Entity Resolution is where you keep one clean record per real firm or product, so a single advisor or fund is never split across three near-duplicate entries. Most firms only open this page occasionally, once the data underneath it has settled.
Canonical Records
Each real firm or product resolves to a single canonical entry, no matter how many of your sources mention it slightly differently. Open a canonical record to see every source record grouped underneath it, so you can trace a match back to what it was built from and confirm it's right.
This is a read-only view: there's no merge, edit, or correction action on it. Accurate grouping keeps every downstream view, from your advisor roster to your fit scores, working off the same trusted record.
Related
- Operator Console Overview: the map of the full console and how its areas fit together.
- Fit Score: one of the downstream views that depends on clean entity records.