CUSTOMLesson 2 • Identity Graph Configuration
B2B + B2C Hybrid Identity Strategy
You're dealing with two distinct identity resolution paths that must coexist without contaminating each other.

B2C Consumer Path

  • Email address
  • Loyalty program ID
  • ECID (web cookie)
  • Anonymous → authenticated

B2B Trade Path

  • Company account ID
  • Buyer CRM ID
  • Shared portal devices
  • Role-based access

The Danger

A person who exists in both contexts — a consumer who also works for a trade account — needs their profiles to connect without creating false merges between unrelated people.

Three-Part Identity Architecture

1. Unified Person Identifier

Use email as the bridge between both contexts. It's unique to the individual regardless of whether they're shopping as a consumer or ordering through a trade portal. Make email your highest priority namespace.

2. Separate Namespace Hierarchies

B2B identifiers (trade account ID, buyer role) get their own custom namespaces. B2C identifiers (loyalty ID) get their own. Both feed the same identity graph but maintain contextual separation for targeted orchestration.

3. Linking Rules Configuration

Person-level namespaces (email, CRM ID, loyalty ID) → marked unique per graph. Device-level namespaces (ECID) → NOT unique, because multiple people legitimately share devices.

Namespace Priority & Graph Simulator
Set your namespace priority order (highest to lowest):
Email
CRM ID
Loyalty ID
Trade Account ID
ECID

Test With the Graph Simulator

Before going live, create test events where two different people authenticate on the same device. Verify that their profiles stay separate. Test the scenario where one person shops as a consumer and also logs into the trade portal — verify they merge correctly into one profile.

Once activated, linking rules apply to all new events

Existing graphs remain until updated by new events. Monitor the "Graphs with Multiple Identities" report daily for the first week after activation.

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1
The B2B + B2C Challenge
2
The Three-Part Solution
3
Priority & Testing