---
sidebar_position: 3
title: Account Matching & Identity Resolution
description: Automated entity matching algorithms to resolve duplicate customer accounts, DBA names, and regional subsidiaries across CRM, contracts, and ERP.
keywords:
  - identity resolution
  - account matching
  - duplicate customer resolution
  - DBA matching
---

# Account Matching & Identity Resolution

**Account Matching & Identity Resolution in GAAPx** is the deterministic and AI-assisted process that identifies, links, and deduplicates customer entities across heterogeneous systems (CRM, e-signature, bank feeds, and General Ledger).

:::info SCREENSHOT PLACEHOLDER: Identity Resolution Workbench
**Location in App**: `App > Customers > Confirm Customer Queue`  
**Visual Description**: Review queue displaying fuzzy match suggestions between newly ingested contract entities and existing CRM customer records.  
**Recommended Dimensions**: `1200 x 675`  
:::

---

## How GAAPx Resolves Customer Identity

When an executed contract or inbound payment arrives, GAAPx evaluates four matching signals in sequence:

```mermaid
flowchart TD
  Inbound["Inbound Contract or Bank Payment"] --> S1["1. Exact Tax ID / DUNS / Domain Match"]
  S1 -- "Found Match" --> Linked["Linked to Existing Account"]
  S1 -- "No Exact Match" --> S2["2. Fuzzy Legal Entity Name Match (Levenshtein Distance)"]
  S2 -- "Confidence >= 90%" --> AutoLink["Auto-Link with Audit Tag"]
  S2 -- "Confidence 70-89%" --> Review["Route to Confirm Customer Queue"]
  S2 -- "Confidence < 70%" --> S3["3. Create New Customer Record"]
```

### 1. Hard Identifiers (Deterministic Match)
* **Tax Identification / VAT Number**: Unambiguous corporate tax ID matching.
* **Corporate Domain**: e.g., `@acme.com` matching existing customer domain registries.
* **CRM Account ID**: Exact ID match when synced via native Salesforce / HubSpot connectors.

### 2. Fuzzy Name & DBA Matching (AI Match)
When legal contract names differ from CRM nicknames (e.g., *"Acme Corporation, LLC d/b/a Acme Tech"* vs. *"Acme Tech"* in Salesforce):
* GAAPx applies normalized string distance algorithms combined with LLM semantic validation.
* Identifies known corporate parent-subsidiary trees and DBA aliases.

### 3. Confirm Customer Exception Queue
Any match score falling between 70% and 89% routes to the **Confirm Customer Workbench**:
* RevOps or Accounting receives a 1-click confirmation prompt.
* Once approved, the alias is permanently saved to the customer's alias registry, ensuring all future contracts and invoices resolve automatically.