What can generated records contain when several contacts concern the same request?
Linked contact records can support a routing task where an agent recognises an existing case and avoids creating competing ownership paths.
At Aster Financial, a customer submits MSG-0721 through a service portal about a document review. A later telephone contact produces CALL-0318 with different wording but the same application reference, APP-2187. CASE-0412 already holds the review request in the document assessment queue.
The intake agent finds the application link, checks the existing case and attaches CALL-0318 as an additional contact. The contact changes from unlinked to associated, while CASE-0412 retains its current owner. The agent also adds the new detail that the customer supplied a replacement document.
Creating another review case would give two queues an opportunity to make conflicting follow-up requests. Consolidating solely because the contacts concern the same application would also be unsafe if the later call raised a separate issue.
A generated package could contain contact records, application relationships, existing case history and consolidation rules. It could expose `attach_contact` and `create_distinct_case` as alternative actions. The teaching point is selective consolidation: use evidence of shared intent to preserve one routing history, while retaining materially different requests as separate work.
Build duplicate-contact handling around explicit relationships and permitted consolidation actions.
- Audience:
- Environment builders
- Content type:
- Scenario
- Buyer question:
- What can be generated
Content release: r-a220eb6e099b243b
Related questions
- Which linked records could a generated routing dataset contain?
- How could a generated environment model a request blocked by a prerequisite?
- Can a task pack include overlapping or changing routing policies?
- Which request variations should a generated routing pack cover?
- What tool interfaces could a simulated routing environment expose?
- Which generated components belong in a complete routing world?