Prevents import of accounts with identical company names to existing customers, maintaining relationship integrity.
2,847
Companies Protected
Matching Criteria
Company Name:
100% Match
Legal Entity Type:
Normalized
Case Sensitivity:
Ignored
Special Characters:
Normalized
Protection Actions
Import Action:
Block Import
Notification:
Immediate Alert
Data Logging:
Full Audit Trail
Override Option:
Manager Only
Flags potential duplicate companies with similar names for manual review before import.
12
Companies Flagged for Review
Similarity Thresholds
Name Similarity:
>85%
Phone Match:
Exact
Address Proximity:
<1 mile
Industry Match:
Same Sector
Review Process
Queue Assignment:
Territory Manager
Review SLA:
24 hours
Auto-Escalation:
48 hours
Override Authority:
Sales Manager
Protects existing customer relationships by preventing reassignment of accounts with active service agreements.
1,247
Active Service Contracts Protected
Protection Criteria
Active Contract:
Required
Contract Value:
>$10K Annual
Payment Status:
Current
Rep Assignment:
Locked
Violation Response
Import Block:
Immediate
Alert Level:
Critical
Notification:
Sales + Ops
Override Required:
VP Approval