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BCRM-102 · Map authority

Separate external contact identity from email addresses

Practice briefTaskIntermediate

An email change creates a second contact instead of updating the original.

Focused work estimate
2h + prerequisites
Priority in the scenario
High
Engineering practice
Identity modeling

Estimated field mix

  • Integrations60%
  • Database engineering40%

Field percentages are editorial estimates of the ticket's engineering focus. They total 100%; they are not measured time, proficiency scores, or ownership evidence.

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Project context

A fictional account team sees overwritten edits, duplicate contacts, and stale opt-out preferences after synchronization retries.

Setup prerequisites

  • Create a local CRM double and synthetic contact records for two organizations; no real personal data or CRM credentials.

Preceding work

Complete these dependencies, or supply their agreed outputs before taking this ticket.

Acceptance criteria

  • Use provider and organization-scoped external identities.
  • Allow email changes without identity replacement.
  • Detect conflicting identity mappings.

Implementation constraints

  • Email is mutable data, not a stable key.

Verification to include

  • Update an existing contact's email.
  • Reject an external identity mapped across organizations.

Deliverables

  • Identity mapping model.

Rollout and recovery

Backfill synthetic mappings before synchronization.

Value of the work

For the engineer: Practice sync cursors, conflict policies, privacy boundaries, and replay.

For the team: Provide predictable customer-data synchronization with inspectable conflicts.

Evidence boundaries

Outcome Evidence: Tests, patches, and runbooks are requested deliverables. They become Outcome Evidence only through a qualified Mission and immutable Evidence IDs.

Ownership Evidence: Independent adaptation must be observed under a declared verification policy and cite immutable Evidence IDs. Completing a planning ticket establishes no Ownership Evidence.