Merge customer masters with one prompt.

Demo bundle: three customer masters from origination, collections, and CRM, plus a university master. Preview the merged workbook, then download the source files and prompt to show how an AI agent reconciles the data.

Workbook Preview Open preview

Download the Demo Data

Use the four CSVs as the input group: three customer masters and one university master. The XLSX and ZIP are available separately for quick sharing.

origination.csv
Customer master from loan origination CSV collections.csv
Customer master from collections CSV crm.csv
Customer master from CRM CSV university_master.csv
University code master CSV customer-masters.xlsx
Workbook for preview and download XLSX customer-masters.zip
All demo files in one archive ZIP

Prompt from prompts.md

Copy this into an AI agent, or read it aloud during the demo.

Open prompts.md

These three CSVs come from three systems — loan origination, collections, and CRM — plus a university master.

They share no common key, names are inconsistent, and IDs changed across systems.

Reconcile them into a single customer master.

For each match give: a confidence score, the fields you matched on, and a one-line reason.

Flag anything below 0.8 for human review.

Do NOT merge records that only share a similar name.

Separately, reconcile the university codes against the master and tell me which codes are the same institution under two IDs.

Output the reconciliation table plus a short list of exceptions and suggested master-data fixes.