Workforce Rostering & Customer 360

Master human resource allocation and customer relationship management across all branches of your enterprise.

Step 1: Building the Staff Directory & Competencies

Onboard staff members, track certifications, assign roles, and record coaching credentials.

Step 2: Roster Scheduling & Availability Matrices

Create recurring shift templates, manage time-off requests, and prevent over-allocation.

Step 3: Customer 360 & Polymorphic Parties

Consolidate person profiles, company accounts, communication logs, and booking histories into a single view.

Step 4: Relationship Graphs & Account Hierarchies

Model complex parent-child, corporate sponsor, and family guardian relationships between parties.

{
  "type": "Person",
  "displayName": "Alexander Hamilton",
  "contactPoints": [
    { "type": "Email", "value": "alex@treasury.gov", "isPrimary": true },
    { "type": "Phone", "value": "+1-212-555-0199", "isPrimary": true }
  ],
  "roles": ["Customer", "Member"],
  "relationships": [
    {
      "relatedPartyId": "org_7721a",
      "type": "EmployeeOf",
      "validFrom": "2024-01-01"
    }
  ]
}

Step 5: Automated Deduplication & Merging

Detect duplicate customer profiles using phonetic fuzzy matching and safely merge histories without data loss.