What is Householding?

Sources Integrated

• CRM & Customer Portals

• Billing Systems

• Address Normalization Services

• Subscription & Loyalty Programs

• Public Demographic Databases

Use Case:

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1. Source Records
   Multiple customers from the same household appear separately in different systems:

• CRM: Name: Sarah Thompson, Address: 12 Oak Street

• Billing System: Name: S. Thompson, Address: 12 Oak St.

• Loyalty Program: Name: Sam T., Address: 12 Oak Street

2. Consolidated Entity Creation
   Using common attributes such as address, last name, and payment methods:

• Sarah, S. Thompson, and Sam T. are grouped into a single household unit.

3. Match Records

• LLM Vector Search: Recognizes address and name variations (e.g., Oak Street = Oak St.)

• Custom Matching Rules: Match records sharing addresses and surnames or linked financial accounts

4. Survivorship Rules
   For conflicting data within the household:

• Priority-Based: Trust verified billing address > CRM > loyalty program

• Recency-Based: Use most recent household member addition

5. Merged Household Record
   Household-level data includes:

• Members: Sarah Thompson, Sam Thompson

• Address: 12 Oak Street

• Shared Subscriptions & Accounts

Bronze, Silver, and Gold Data Tiers

Provider 360 aligns with the Medallion Architecture for structured data processing and consumption:

Tier	Description
Bronze	Raw ingestion of provider data from all integrated sources
Silver	Standardized data with address normalization and deduplication
Gold	Final household profiles used for personalized marketing, underwriting, or care planning

This tiered architecture ensures data transparency, reusability, and performance across the provider lifecycle.