Cleaning action

Cleaning actions

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

Action
Default definition
Default max risk tier

Delete

The account is dead or dormant, is not an absorbed subsidiary, is not actively owned, and it is generally safe to delete.

Medium

Merge

The account has a duplicate, is not the primary record, and it is safe to merge.

Medium

Update

Account identity issues or name/URL wrong; Kernel has a recommended update.

High

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

Data issue identified; marked for manual review

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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