Preview

CustomerUnifiedDetail is in Preview status and is subject to change without notice. For more information about Preview status, see the GraphQL API policy.

CustomerUnifiedDetail

Advisor-scoped unified customer profile with merged constituent records.

This page contains

    Fields

    customerId: ID!

    Stable canonical party identifier for this customer within the advisor scope.

    name: String

    Display name.

    email: String

    Primary email.

    phone: String

    Primary phone number.

    address: String

    Formatted or single-line postal address.

    sourceSystem: String

    Source system of record for the profile row.

    sourceId: String

    Business key in the source system.

    entityType: String

    Entity type label.

    city: String

    City or locality.

    state: String

    State or region.

    country: String

    Country.

    createdAt: DateTime

    Record creation timestamp (RFC 3339).

    updatedAt: DateTime

    Last update timestamp (RFC 3339).

    mergedParties: [CustomerUnifiedMergedParty!]! PREVIEW

    Non-canonical parties merged into this customer (excluding the canonical row).

    sourceSystems: [String!]!

    Distinct list of source systems represented by this canonical customer (one badge per system).

    address2: String

    Secondary address line (canonical survivor row).

    zipcode: String

    Postal / ZIP code (canonical survivor row).

    domain: String

    Canonical web domain extracted from the survivor row.

    website: String

    Customer website URL when known.

    vatId: String

    VAT / EIN identifier when provided by the source system.

    externalIdentifier: String

    External identifier provided by the source system (e.g. monolith partner key).

    sourceNumericId: String

    Source-numeric ID provided by the source system; opaque.

    companySize: Int

    Reported company size bucket (rows per source system).

    industryId: String

    Industry identifier as classified by the source system (monolith taxonomy).

    yearFounded: Int

    Year the company was founded, when reported.

    marketplaceEntityType: String

    Marketplace entity type at the source system, when distinct from entityType.

    contactFirstName: String

    Primary contact first name (best-available across sources).

    contactLastName: String

    Primary contact last name (best-available across sources).

    fax: String

    Fax number when reported.

    countryCode: String

    E.164 country code or two-letter ISO code (best-available).

    isVendor: Boolean

    True when the source system flags this customer as a vendor.

    isTest: Boolean

    True when the source system flags this customer as a test record.

    summary: CustomerUnifiedOrderSummary! PREVIEW

    Aggregated order summary (pre-computed by dbt) used for the KPI row.

    pendingMergePairId: ID

    Open party_review_queue.pair_id for which one side resolves to this canonical customer, when a pending pair exists; null otherwise. Lets the UI deep-link the Merge Customer button straight to the pair comparison page. When more than one pending pair exists, the most-recently-updated pair is returned.

    advisorUuid: ID

    Canonical lowercase advisor UUID for this customer (matches party_xref.advisor_uuid). Marketplace-manager Customer Detail surfaces this on the company-details card.

    advisorName: String

    Display name of the advisor that owns this customer; null when no advisor is resolved (e.g. an unmapped UUID).

    Queries for CustomerUnifiedDetail

    customerUnifiedDetailByAdvisorId PREVIEW

    Unified customer profile for a canonical party id, including merged source parties. Returns null when no row exists for the advisor scope or the id is unknown.

    customerUnifiedDetailByMarketplaceTenant PREVIEW

    Unified customer profile in a marketplace tenant, including merged source parties. Returns null when no row exists for the marketplace scope or the id is unknown. Authorized for ROLE_CHANNEL_ADMIN only.