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

CustomerUnifiedListItem

One row in the advisor's unified customer directory: identity, source, location, and timestamps for listing and navigation.

This page contains

    Fields

    customerId: ID!

    Stable identifier for this customer within the advisor scope (use for correlation with detail views when available).

    name: String

    Display name.

    email: String

    Primary email.

    sourceSystem: String

    Source system of record.

    sourceSystems: [String!]!

    Distinct source systems across the canonical row and every absorbed party that maps to it via gold.party_aliases. Deduped (same source merged with same source collapses to a single value) and sorted alphabetically (case-insensitive, lowercase). Empty array when no source systems are present. Use this on list views that should show the full merge span; sourceSystem continues to expose the canonical row's value only.

    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).

    lastActivity: CustomerActivityEvent PREVIEW

    Most recent activity event tied to this customer; null when no event is known.

    pendingMergeCount: Int

    Pending merge candidates involving this customer (silver.party_review_queue with pending_review=true).

    topMatchScorePercent: Int

    Highest match probability among pending merge candidates, scaled to 0–100 (rounded).

    advisorUuid: ID

    Canonical lowercase advisor UUID for this customer (matches party_xref.advisor_uuid). Marketplace-manager UIs use this to filter the list down to a single advisor.

    advisorName: String

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

    Parent objects of CustomerUnifiedListItem

    CustomerUnifiedListPage PREVIEW

    Cursor-paginated unified customer directory for an advisor (no total count).