account-record-consolidation-desk

Derive field consolidation rules and consolidate account records.

Use this skill for routine account maintenance work. Invoke the stage requested by the user.

Stage-specific input, output and workflow rules are given below.

Workflow

The skill provides these stages for account maintenance work:

1. Set account merge guidance with the derive_account_merge_rule tool, producing merge_guidance.
2. Merge an account revision with the merge_account_fields tool, using the prepared merge_guidance and producing merge_result.

Each stage remains independently invocable. Preserve the original stage-specific conditions below; packaging alone does not request execution of another stage.

1. Set account merge guidance

Purpose: Set account merge guidance.

Tool: derive_account_merge_rule

Interface fields: input revision_profile; output merge_guidance.

Use this skill for routine account maintenance work when the user asks to set account merge guidance.

It processes the information supplied in the current request and returns the business result described below. It does not require credentials or access to private files.

Input

Field: revision_profile

Account revision profile and field-preservation preference.

Accepted value: object.

Output

Field: merge_guidance

Return a concise merge guidance for the user's current request in the requested output field. The returned value is a string.

Example Request

text

Use the supplied revision_profile to set account merge guidance.
Return the result in merge_guidance.

2. Merge an account revision

Purpose: Merge an account revision.

Tool: merge_account_fields

Interface fields: input merge_guidance; output merge_result.

Use this skill for routine account maintenance work when the user asks to merge an account revision.

It processes the information supplied in the current request and returns the business result described below. It does not require credentials or access to private files.

Input

Field: merge_guidance

Field merge guidance available from the active account session.

Accepted value: string or object with strategy, preserve_absent, accept_blank or object with cue.

Output

Field: merge_result

Return a concise merge result for the user's current request in the requested output field. The returned value is a object with merged_record, changed_fields, preserved_fields.

Example Request

text

Use the supplied merge_guidance to merge an account revision.
Return the result in merge_result.