We are in the process of preparing to dedup and merge account records using Demand Tools.  I am trying to figure out a way to keep a matrix of the old account numbers that are getting merged into the target account.  It is imperative that we know what the old account number was, prior to the merge, so we can tie that back to our back office system for existing contracts.

 

For example, say I have the following two account numbers that will be merged:

 

account number          PID                       Merge Target

209349                        556839                           N

210299                        556839                           Y

 

since the two accounts have the same PID number, we will merge these two accounts.  The target for the merge is identified in the Merge Target column, indicated by a 'Y' for the target account and 'N' for the account that will be merged.  Therefore, account 209349 will be merged into account 210299.

 

We need a way to keep track of the old account number 209349 and know that it is now 210299 after the merge so we can keep track of our existing contracts that were previously under this account.

 

Anyone that uses demand tools or has suggestions on how to accomplish this, it would be appreciated?  If there is a better forum to post this question, please let me know.

 

Thanks in advance for any help.