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Resolve Relationships by Natural Key

Source systems reference the other side of a relationship by whatever they hold — a tax identifier, an account number — not by a platform identifier. This is how that becomes a governed link.

Before you start​

  • Both entity types defined, and a relationship type linking them.
  • The attribute holding the natural key defined on the target type.
  • The relationship-resolution-rule.create permission.

1. Define a resolution rule​

The relationship types and resolution rules screen Resolution rules are defined against a relationship type, which fixes the direction and cardinality of what they may create.

A rule says: for this relationship type, from this source, the key in this field identifies the target by that attribute.

Choose a key that is genuinely identifying. A rule keyed on something non-unique produces ambiguity on every record rather than links.

2. Ingest the evidence​

Load records carrying the reference. Each source's claim is recorded as an assertion in its own right, before any link is made.

This separation is what makes out-of-order loading work: the assertion records what the source said, whether or not the platform can act on it yet.

3. Understand the states​

StateMeaningAction
PendingThe target has not been found yetWait — it retries as data arrives
ResolvedA canonical edge existsNone
AmbiguousThe key matched more than one candidateA person decides
ConflictedThe target resolved, but the edge could not be created — most often a cardinality rule blocked itA person decides

Nothing is guessed. An assertion that cannot be resolved unambiguously waits rather than picking a candidate.

4. Resolve ambiguity​

The assertion queue showing unresolved relationship evidence Assertions waiting on a steward. Nothing here was guessed at — each is evidence that matched more than one candidate, or none.

Ambiguous assertions queue for a steward, who picks the correct target or rejects the assertion.

Recurring ambiguity on one rule is a signal about the rule, not the data: the key is not as identifying as assumed. Fix the rule rather than deciding the same class of case repeatedly by hand.

5. Backfill after a late rule​

Activating a rule after evidence has already been ingested triggers a backfill, so assertions recorded before the rule existed are evaluated against it.

Evidence is never discarded for arriving before its rule.

6. Handle succession​

When a fact changes — an asset sold, an employment ended — the previous relationship window closes and a new one opens. The history stays intact, and asking who held the relationship at a past date returns the right answer.

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