File preparation

Records with provenance, not records with volume.

Who to leave out is settled at the same moment as who to include. Categories are checked against the underlying description, not the label attached upstream. The result is auditable line by line.

  1. Contact precedence

    Choosing which person represents an organisation when several qualify, by a stated rule.

  2. Definition work

    Turning a loose brief into something precise enough to count the same way twice.

  3. Match confidence

    Separating confident pairs from probable ones, and reporting the latter rather than folding them in silently.