Matching and Survivorship Design Patterns for Party Data Consolidation in EBX5

Abstract

Party data consolidation is one of the most difficult problems in multi-domain master data management because individual and organization records often arrive from heterogeneous source systems with inconsistent naming conventions, incomplete addresses, duplicated communication channels, and conflicting identifiers. This paper presents a set of practical design patterns for matching and survivorship in EBX5-based data consolidation programs. The patterns distinguish identity resolution from survivorship, separate single-table matching from relation-based matching, apply context-aware rules for person and organization records, and use threshold-governed stewardship to determine when automation is appropriate and when accountable human review is required. The paper also defines a survivorship matrix for preserving lineage while constructing trusted golden records. These patterns provide an implementation-oriented framework for reducing false merges, improving traceability, and making data stewardship decisions explainable in enterprise master data programs.