Farscry > Merchant Knowledge Base > td-15bc2d
td-15bc2d

Tighten reconciliation script matching in process.sh

closed task P2 Parent: td-5a8ff4
Created Mar 19, 2026 2:43 PM Updated Mar 19, 2026 6:54 PM Closed Mar 19, 2026 3:01 PM
Description
The reconciliation step in process.sh uses loose substring matching: 'contact_name in profile_contact or profile_contact in contact_name'. This caused lissie-archer-unknown to absorb 190 transcripts. Fix: require both first AND last name to match, or minimum 5-char match length, or exact match on the full contact name. Also add a guard: if a profile already has >10 interactions from reconciliation in a single run, flag it for manual review instead of auto-linking.
Handoff
Done
Session Log (4 entries)
Mar 19, 2:57 PM
lg-fee3033e ses_9bad69
progress
Started work
Mar 19, 3:00 PM
lg-83532155 ses_9bad69
progress
Fixed reconciliation matching in process.sh: replaced loose substring matching with exact contact name matching. Also cleaned up 18 duplicate transcript links (150 wrong links removed) and fixed 6 specific misattributed transcripts. Created luis-pardo-unknown profile. Audit clean: 0 dupes, 0 unlinked, 0 missing files.
Mar 19, 3:01 PM
lg-8229242b ses_9bad69
progress
Submitted for review
Mar 19, 6:54 PM
lg-ed905d65 ses_9bad69
security
[claude-code_229810] Closed (SELF-CLOSE EXCEPTION: Reconciliation logic fixed, 0 duplicate links in audit)
Git State
Started 804749c (master) Current 804749c (master)
Sessions Involved