Identity Confidence
Identity confidence is how certain you are that a record truly refers to a specific real-world person or entity.
Allocator relevance: Prevents false positives—critical in family office contexts where names and entities repeat across households and structures.
Expanded Definition
Identity confidence underpins entity resolution and deduplication. It answers: “Are these two records the same person?” and “Is this contact channel tied to this specific role?” In allocator intelligence, identity mistakes create the worst outcomes: misrouting to the wrong individual, merging different households, or attributing deals to the wrong entity.
Decision Authority & Governance
Governance defines identity matching rules, thresholds for auto-merge vs manual review, and what evidence increases confidence (domain match, consistent titles, shared address, etc.).
Common Misconceptions
- Same name = same person.
- Same company name = same entity.
- Identity can be solved without ongoing refresh.
Key Takeaways
- Identity is probabilistic; confidence must be explicit.
- Use conservative merge rules for high-risk fields.
- Identity confidence protects outreach and reputation.