Intro
The L2 Identity Resolution Playbook, Generic Framework Edition, is a self-serve, platform-agnostic toolkit for taking customer unification from L1 (deterministic, strong-key matching) to L2 (multi-signal, in batch). It’s the industry-neutral reference build: the full method — baseline, candidate fields, feasibility, ruleset design, the precision test, governance, promotion and monitoring — with a working asset behind every step (gap/ROI calculator, field register, fill-rate audit, ruleset spec, the lift & precision scorecard, a DPO-ready confidence→consent policy, a monitoring pack, and a full worked example). Written to hold across sectors, so you instantiate it with your own nouns.
Background
Most companies did L1 — matching on one strong key — and stopped. It works, but it only ever links records that carry that key, so guest orders, anonymous app sessions, and split households stay unresolved. L2 closes that gap by combining softer signals (name, address, device, hashed email) in batch, without the real-time re-architecture of L3. The catch is precision: loosen the rules to recover more people and you start merging different ones. This playbook is the method for getting the lift without the false merges.
Benefit
You don’t reinvent the method or pay for the sequence in mistakes — the order of steps and the traps are already worked out. It de-risks the one thing that actually hurts you: a false merge, caught before it ships by the held-out-key precision test. It gets the programme funded by turning your coverage gap into a defensible money number. And it clears the governance blocker — what a merge is *allowed to do* — before legal has to.
Who Is This For
Data architects, identity leads, and martech/marketing-ops owners who’ve already deployed L1 on a strong key, run a batch-capable CDP, MDM, or warehouse, and are still leaving a large share of their base unresolved — guest orders, anonymous sessions, duplicated households. Prerequisite, stated plainly: if you haven’t done L1 yet, start there; this is the L1→L2 step, not the first one.
Instant download — the full playbook PDF plus every working asset, yours to run today.
