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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 (lineage).

    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 (lineage; one badge per system).

    categories: [String!]!

    Distinct tech-wheel product families for this canonical customer (energy, communications, saas, hardware, managed_services, infrastructure). Independent of sourceSystems.

    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).

    mergeInProgress: Boolean!

    True when a merge has been submitted for this customer but not yet applied, so its records are still listed separately. Clears once the unification job collapses them onto one customer.

    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.