Cleaning action

Cleaning actions

When actioning Kernel's recommendations, the primary field to use is called Cleaning action, which is equal to one of 5 values.

Action
How to understand it
Default max risk tier

Delete

The account is out of business or the website is not working, is not an absorbed subsidiary, and is not actively owned. It is generally safe to delete.

Medium

Merge

The account has a duplicate, is not the primary record, is part of a valid duplicate group (more than one record), and has no regional exceptions or is a standalone child.

Medium

Associate

Account has an identified parent in the CRM

None

Associate (missing parent)

Account has an identified parent that is not in the CRM

None

Review

Flags records for manual review if Kernel has detected low confidence in its analysis

All actions are configurable by the user, so the exact definition will depend on each user's individual setup.

Reasoning behind the action

Each cleaning action comes with a 1-sentence summary of why the specific action was chosen for the account.

In addition, depending on the cleaning action, additional Data helps provides context around the action.

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