Unify
Resolve entities, harmonize references, and manage hierarchies across the Pinnacle Financial Group estate.
Unified customer records
8.7M
from 14.2M source records · 38% deduplication
Unified suppliers
47,820
from 84,300 records across 4 SAP instances
Unified products
12,400
from 18,700 source SKUs
Unified employees
324,000
Workday, Oracle EBS + 3 acquired-entity HR systems
Entity workspaces
Most active workspace
Customer
Retail, corporate, NBFC, insurance
8.7M
unified records
- Match accuracy
- 96.4%
- Last run
- 14 min ago
- Pending
- 47 decisions
Open workspace
Supplier and Vendor
Across 4 SAP regional instances
47,820
unified records
- Match accuracy
- 94.1%
- Last run
- 2 hr ago
- Pending
- 18 decisions
Open workspace
Product
Banking, insurance, investment
12,400
unified records
- Match accuracy
- 98.2%
- Last run
- 6 hr ago
- Pending
- 4 decisions
Open workspace
Employee
Workday + 3 acquired-entity HR systems
324,000
unified records
- Match accuracy
- 99.1%
- Last run
- Daily 3:00 AM
- Pending
- 0
Open workspace
Beneficial Owner
UBO, KYC linkage
18,400
unified records
- Match accuracy
- 92.7%
- Last run
- 4 hr ago
- Pending
- 23 decisions
Open workspace
Branch and Agent
Branch network and DSA partners
4,847
unified records
- Match accuracy
- 99.8%
- Last run
- Weekly
- Pending
- 0
Open workspace
Household
Derived from customer entity
5.2M
unified records
- Last run
- 1 hr ago
- Pending
- 12 decisions
Open workspace
Account and Loan
Across retail, corporate, NBFC
24.7M
unified records
- Match accuracy
- 97.8%
- Last run
- 18 min ago
- Pending
- 6 decisions
Open workspace
Reference data and hierarchies
Reference data sets
47 registered: Country, Currency, IFSC, MICR, GL accounts, MCC, BIC, NAICS, Product codes.
7 unmapped valuesrequiring steward attention
Hierarchies
14 active: Organizational, Cost center, Customer household, Product taxonomy, Branch hierarchy.
3 active conflictsin current quarter close
Recent unification activity
SY
System auto-merged 234 customer records via PAN match
9:33 AMSK
Sandeep Krishnan approved fuzzy match Apex LOS → existing identity (92.1%)
9:09 AMSY
System ran resolution on customer entity · 247K candidates evaluated
9:01 AMKI
Kavita Iyer merged 47 supplier records across 3 SAP regional instances
8:48 AMSY
System detected 7 unmapped GL account codes (Pinnacle Corporate)
8:31 AMAD
Anjali Desai resolved hierarchy conflict in Pinnacle Corporate cost center mapping
Yesterday 5:42 PMSY
System computed 5.2M households from unified customer base
Yesterday 4:18 PMPM
Priya Menon approved 89 high-confidence customer merges (auto-applied)
Yesterday 12:34 PM