Master Customer Assignment
The Master Customer Assignment screen is where you link raw ERP customer records to Master Customer golden records, and maintain the attribution that flows through every customer-facing IQ module.
- Let auto-matching do the work. The system automatically detects and groups ERP accounts into Master records based on name similarity and address matching. Don't manually assign records one-by-one as a primary workflow — the system handles this.
- Masters are collections, not targets. A Master Customer is a system-maintained grouping of ERP accounts that represent the same legal entity. Your role is to validate those groupings and maintain the Master's attributes — not to wire every ERP account by hand.
- Make Maintain your primary workflow. Once Masters are detected, go to Maintain mode to set Family Name, Salesforce Account, and Manual Segments. This is where you add business context that powers every IQ module report. Manual assignment in Assign mode is an exception, not the rule.
- Family Name is the top of the hierarchy. Family Name sits above Master Customer — it groups related Masters under a corporate parent. Set Family Names on the Maintain page. This is the highest-level segmentation dimension available across all IQ modules.
The Assignment Screen
The screen loads a Data Grid showing all ERP customer records from your connected source systems. Each row is a single ERP Account — the raw customer record as it exists in your ERP. The columns include the ERP customer name, source system, primary address, and the Master Customer it is currently assigned to (if any).
The screen operates in two modes that correspond to the two directions of the Enrich model:
- Assign mode — Select a row and link that ERP account to a Master Customer (existing or new). This is the primary data-building activity.
- Maintain mode — Select a Master Customer from the master list and set its attribution: Family Name, Salesforce Account, and Manual Segments.
Assignment — Linking ERP Accounts to a Master
Assigning an ERP account means selecting it in the Data Grid and choosing the Master Customer it should roll up to. Marquis IQ's automated matching algorithm proposes assignments at load time based on name similarity and address matching — but your manual assignments always take precedence.
There are two ways to assign:
- Single record — Click a row to open the assignment panel. Search for an existing Master Customer or click Add New to create one.
- Batch assign — Select multiple rows using the row checkboxes, then use the Batch Edit controls that appear in the toolbar above the grid. Assign all selected records to the same Master Customer at once.
After a manual assignment is saved, a blue dot (●) appears next to the customer name in the grid — the manual override indicator.
Match Confidence Score
Each unassigned ERP account displays a Match Confidence Score — a percentage representing how likely the automated algorithm's proposed Master Customer is to be correct. The score is derived from a combination of name similarity, address proximity, tax ID matching, and historical assignment patterns.
Use the confidence score to prioritize your manual review workload. Records with high confidence can often be left to the algorithm; low-confidence records warrant manual inspection before any analysis is performed.
Attribution — Maintaining Master Customer Data
Attribution is set at the Master Customer level, not on individual ERP accounts. Once set, these attributes propagate automatically to every ERP account assigned to that master — across all source systems and across all IQ module reports.
There are three attribution fields on a Master Customer:
Groups this Master Customer under a parent corporate family. A Family Name can span multiple Master Customers — for example, all subsidiaries of a holding company. Used in IQ module reports to roll up revenue, margin, and inventory to the family level.
Links the Master Customer to a specific Salesforce Account. Enables cross-system alignment between ERP transactional data and CRM opportunity and account data. This field is searchable — type to find matching Salesforce accounts.
One or more freeform segment tags you define. Use these for market vertical, strategic tier, geographic region, or any classification important to your business. Segments are defined in your organization's Segment taxonomy and appear as filter options in every IQ module.
Family Name Grouping
A Family Name is a roll-up layer above the Master Customer. While a Master Customer represents a single legal entity (typically identified by Tax ID), a Family groups multiple legal entities that share a common commercial relationship.
Common uses:
- A private equity portfolio company with multiple operating entities under one fund
- A corporate group where subsidiaries buy independently but leadership reports want a consolidated view
- A franchise network where individual franchise locations are their own legal entities
In IQ module reports, Family Name appears as a filter and grouping dimension. Selecting a Family will aggregate data across all Master Customers assigned to that family.