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Student question · Profile

Profile unification strategy and merge policies in AEP

What a unification strategy is in AEP, how merge policies decide which value wins, and where to debug identity resolution and profile problems.

Quick answer

A unification strategy defines how AEP joins data from different datasets into one customer profile: which identities link records, which datasets are trusted for Profile, and which merge policy wins when two sources disagree - for example CRM name overriding web name. Debug problems by checking identity configuration, data quality, profile enablement, relationships and merge policies.

Three decisions

Which identities link

For example the same hashed email in CRM and web data.

Which datasets are trusted

Enable only clean, purposeful datasets for Profile.

Which value wins

Merge policy precedence — dataset order or timestamp.

Debugging checklist

  • Identity namespaces and graph rules are configured as intended
  • Data quality: identities populated and consistently formatted
  • Schema and dataset are both enabled for Profile
  • Relationships between schemas are defined where lookups are needed
  • The correct merge policy is the default
  • No profile collapse from shared or test identities

Profile not visible after upload

If a dataset previews correctly but the profile viewer shows nothing, check that the primary identity is populated, the dataset and schema are profile-enabled, the namespace you search with is the right one, and any required relationships exist. Ingestion to Profile can also take a short time to appear.

Frequently asked questions

What is profile collapse?

When unrelated people merge into one profile because they share an identity value, such as a shared device or test email.

Can I have multiple merge policies?

Yes, with one default; audiences and destinations can reference a specific policy.

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