Common Ground — Member Migration Review

A member record can be suitable for further CRM review and still need to stay out of marketing. Common Ground makes those decisions separate, visible and explainable.

This independent functional study uses an original fictional professional network and 16 synthetic records. I designed and built the interface, reconciliation rules and read-only report using AI-assisted production.

Two source rows share the same normalized address. One records granted consent and recent activity; the other records an opt-out. The review preserves both rows, links the conflicting evidence and suppresses the address. It proposes no automatic merge.

The selected-record panel shows the exact source, consent history, related rows and reason for each outcome. A held record stays understandable instead of disappearing into a generic error count.

16 source rows retained in the report.

2 marketing candidates for further review, 9 holds and 5 suppressed records.

Separate CRM identity and field checks; no assumption that a clean record means permission to email.

Search and filters change the queue view; the downloadable JSON still preserves the entire batch and its reasoning.

The phone view brings selected evidence ahead of the queue, with a return-to-rows control. The desktop uses a compact working table beside the decision detail.

The local prototype demonstrates traceable data handling, cautious identity reconciliation, exception review and a real downloadable report. Nineteen automated logic checks cover conflicting identities, suppression precedence, malformed evidence and date boundaries. The source-to-review-to-export flow was also checked in the browser.

This study has no live Salesforce or email-provider connection. Its rules are illustrative; real platform configuration, permission evidence and rollout decisions require a separately scoped implementation. Source code and editable files remain private.

An older customer record allows marketing. A newer record says the address opted out. Common Ground makes the conflict visible, keeps the address suppressed, and preserves both originals for review.

This fictional workflow film combines an actual local review recording with a separately captured source-result close-up. No real customer data, CRM connection or email sends are involved.