Installing seed packs
A new tenant starts empty. Seed packs install ready-made configuration so it does not start from nothing.
What a pack contains
Packs are configuration only — never records.
| Included | Not included |
|---|---|
| Entity types and attribute definitions | Entity records |
| Match profiles, with blocking and ladders | Crosswalks |
| Standardization, validation, and masking rules | Relationships between records |
| Reference data and hierarchies | Interactions or consent records |
| Roles, groups, and ABAC policies | |
| Consent and interaction types |
The distinction matters: installing a pack shapes a tenant, it does not populate it.
Layers
Packs compose in layers, each building on the last:
| Layer | Provides |
|---|---|
| Platform | Universal reference data — countries, currencies, languages |
| Common | Universal entity types — person, organization, place — with conservative match profiles |
| Vertical | Industry-specific extensions, terminology, roles, and consent types |
A preset installs a whole stack in one step, which is the usual way to start.
Installation is idempotent
Every step looks for the row before creating it. Re-running an installation against an already-configured tenant converges rather than duplicating, so installation is safe to repeat — after a partial failure, or to pick up pack changes.
Extending a pack
Installed configuration is ordinary tenant configuration. Add attributes, adjust profiles, and define your own types on top; nothing is locked because it arrived from a pack.
Verticals deliberately compose from the platform's own permission catalog rather than inventing capabilities, so a vertical's roles are still expressed in codes the platform enforces.
Start conservative
Packs ship deliberately cautious match profiles: they under-merge rather than over-merge. That is the right default, because under-merging leaves work in a review queue while over-merging corrupts golden records and needs unpicking.
Expect to tune thresholds against your own data once records are loaded. A pack cannot know your data's distribution.
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Last verified against commit 315eb047 (2026-08-03)