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KnowledgeLayer 1Entity & Identity

Entity Resolution: Entity Resolution: When the Same Thing Has Many Names

Entity resolution is the process of identifying when different records refer to the same real-world entity. It compares attributes like names, addresses, and identifiers using similarity algorithms to find matches. For businesses, this unifies fragmented customer, vendor, or product data into accurate profiles. Without it, duplicate records inflate counts and fragment important relationship history.

The same customer appears three times in your CRM with slightly different names.

Your finance team spends hours manually matching invoices to the right accounts.

Your reports show 15,000 customers, but you really have 9,000 with duplicate entries.

The same entity can have many faces. Your systems need to recognize them as one.

9 min read
intermediate
Relevant If You're
Teams consolidating data from multiple sources
Operations handling customer records across systems
Anyone merging data after acquisitions or migrations

DATA INFRASTRUCTURE LAYER - Unifies fragmented records into coherent entities.

Where This Sits

Category 1.3: Entity & Identity

1
Layer 1

Data Infrastructure

Entity ResolutionRecord Matching/MergingDeduplicationMaster Data ManagementRelationship Mapping
Explore all of Layer 1
What It Is

Recognizing the same thing across different records

Entity resolution identifies when two or more records refer to the same real-world entity despite differences in how that entity is represented. "John Smith" at "123 Main St" and "J. Smith" at "123 Main Street" are likely the same person, but your systems do not know that without explicit logic.

The process compares attributes like names, addresses, emails, and phone numbers using similarity algorithms, then applies rules or machine learning to decide: same entity or different? Get it wrong and you merge records that should be separate. Get it right and fragmented data becomes unified profiles.

Entity resolution is not about cleaning data. It is about discovering hidden relationships between records that appear independent but represent the same underlying reality.

The Lego Block Principle

Entity resolution solves a universal problem: how do you recognize the same thing when it appears in different forms? The pattern applies anywhere identity must be established across fragmented sources.

The core pattern:

Start with records from different sources. Compare key attributes using similarity measures. Apply matching rules to identify likely matches. Merge or link records that represent the same entity.

Where else this applies:

Team member directory - Recognizing the same person across HR, payroll, and IT systems with different name formats
Vendor management - Linking supplier records from procurement, accounting, and contracts with different company names
Contact deduplication - Finding duplicate contacts imported from business cards, email, and CRM integrations
Asset tracking - Matching equipment records, serial numbers, and descriptions across different tracking systems
Interactive: Entity Resolution in Action

Watch duplicate records get identified

Your CRM has 6 customer records. Some are duplicates of the same person. Adjust matching strictness to see how entity resolution identifies them.

6
Total Records
6
Unique Entities
0
Duplicates Found
Resolved Entities (6 groups)
2 missed
Entity Group 1
Name
John Smith
Email
john.smith@email.com
Phone
555-1234
Address
123 Main Street
Entity Group 2
Name
J. Smith
Email
jsmith@email.com
Phone
555-1234
Address
123 Main St.
Entity Group 3
Name
Johnny Smith
Email
johnny@oldwork.com
Phone
555-9999
Address
123 Main Street, Apt 2
Entity Group 4
Name
Sarah Johnson
Email
sarah.j@company.com
Phone
555-5678
Address
456 Oak Avenue
Entity Group 5
Name
S. Johnson
Email
sarahj@personal.com
Phone
555-5678
Address
456 Oak Ave
Entity Group 6
Name
Mike Williams
Email
mike.w@business.com
Phone
555-4321
Address
789 Pine Road
Strict matching: No duplicates found because emails are all different. This misses 3 duplicate pairs. Your customer count stays inflated at 6 when you really have 3 unique customers.
How It Works

Three approaches to matching entities across records

Deterministic Matching

Exact rules, exact matches

Define explicit rules based on key fields. If email matches exactly, same entity. If name fuzzy-matches AND zip code matches, same entity. Rules are transparent and predictable but miss variations they were not programmed to handle.

Pro: Fully explainable, no false positives if rules are strict
Con: Misses matches with unexpected variations, requires constant rule updates

Probabilistic Matching

Weighted similarity scores

Calculate similarity scores across multiple fields. Weight each field by discriminative power (email is more unique than first name). Combine scores into a match probability. Records above a threshold are considered the same entity.

Pro: Handles variations gracefully, adapts to data quality issues
Con: Requires tuning thresholds, harder to explain individual decisions

Machine Learning Matching

Learn patterns from examples

Train a model on labeled pairs of matching and non-matching records. The model learns which attribute combinations indicate matches. Works well when you have complex data and training examples to learn from.

Pro: Discovers non-obvious patterns, improves with more examples
Con: Requires labeled training data, model behavior can be opaque

Which Matching Approach Should You Use?

Answer a few questions to get a recommendation tailored to your situation.

How consistent is your data quality?

Connection Explorer

"How many unique customers do we actually have?"

The ops director asks this question. The CRM shows 15,000 contacts, but many look like duplicates. Entity resolution compares records, identifies matches, and reveals the true count of 9,000 unique customers with consolidated profiles.

Hover over any component to see what it does and why it's neededTap any component to see what it does and why it's needed

Database
Normalization
Data Mapping
Entity Resolution
You Are Here
Record Merging
Accurate Customer Count
Outcome
React Flow
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Foundation
Data Infrastructure
Outcome

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Upstream (Requires)

Data MappingNormalizationValidation/VerificationDatabases (Relational)

Downstream (Enables)

Record Matching/MergingDeduplicationMaster Data ManagementRelationship Mapping
See It In Action

Same Pattern, Different Contexts

This component works the same way across every business. Explore how it applies to different situations.

Notice how the core pattern remains consistent while the specific details change

Common Mistakes

What breaks when entity resolution goes wrong

Over-merging records that should stay separate

Your rules are too lenient. Two people named "John Smith" in the same city get merged into one record. Now customer A sees customer B orders, and support gives the wrong information to both.

Instead: Require multiple attribute matches, not just name. Add secondary identifiers like phone, email, or account number.

Under-merging records that are the same entity

Your rules are too strict. "Robert Johnson" and "Bob Johnson" at the same address stay as separate records. Your customer count is inflated and marketing sends duplicate communications.

Instead: Implement nickname matching, fuzzy string matching, and probabilistic scoring. Accept that some false positives are better than massive duplication.

Matching on unstable attributes

You match primarily on phone number or email. People change these frequently. Past records stop matching to current ones, and you lose relationship history.

Instead: Use stable identifiers like SSN or internal IDs when available. Fall back to composite matching on name + address + date of birth for stability.

Frequently Asked Questions

Common Questions

What is entity resolution in data management?

Entity resolution identifies when different database records refer to the same real-world entity despite variations in how that entity is represented. It compares attributes like names, addresses, emails, and phone numbers using similarity algorithms, then applies matching rules to determine if records should be linked. The result is unified profiles instead of fragmented duplicates.

When should I implement entity resolution?

Implement entity resolution when you consolidate data from multiple sources, notice duplicate records affecting report accuracy, or need a single view of customers or vendors. Common triggers include post-acquisition data merges, CRM cleanups, and reporting discrepancies where counts seem inflated. If your team manually matches records, automation through entity resolution saves significant time.

What is the difference between deterministic and probabilistic matching?

Deterministic matching uses explicit rules based on exact field matches. If email matches, same entity. Probabilistic matching calculates similarity scores across multiple fields and uses thresholds to decide. Deterministic is fully explainable but misses variations. Probabilistic handles fuzzy matches better but requires tuning. Most production systems combine both approaches.

What are common entity resolution mistakes?

Over-merging happens when matching rules are too lenient, combining records of different entities who happen to share names. Under-merging happens when rules are too strict, missing legitimate duplicates with slight variations. Another mistake is matching on unstable attributes like phone numbers that change frequently, losing historical connections when contact info updates.

How does entity resolution improve data quality?

Entity resolution creates accurate counts by eliminating duplicate inflation. It builds complete profiles by combining partial information from multiple records. It reveals hidden relationships, like discovering two contacts work for the same company. Clean entity data flows into downstream systems like analytics, marketing, and customer service with consistent, trustworthy information.

Have a different question? Let's talk

Getting Started

Where Should You Begin?

Choose the path that matches your current situation

Starting from zero

You have duplicate records but no matching system

Your first action

Implement deterministic matching on your strongest identifier (email or phone). Merge exact matches first.

Have the basics

You match on exact identifiers but miss fuzzy duplicates

Your first action

Add probabilistic matching with name and address similarity. Set conservative thresholds and review borderline cases.

Ready to optimize

Matching works but you want better accuracy

Your first action

Collect labeled training data from manual reviews. Train an ML model to improve on rule-based matching.
What's Next

Now that you understand entity resolution

You have learned how to identify when different records refer to the same entity. The natural next step is understanding how to merge those matched records into unified profiles.

Recommended Next

Record Matching/Merging

Combining matched records into single, authoritative profiles

DeduplicationMaster Data Management
Explore Layer 1Learning Hub
Last updated: January 3, 2026
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Part of the Operion Learning Ecosystem