AI engagementClient withheldConsumer & RetailData & Technology

Turn decades of institutional memory into explicit, queryable rules

a global consumer-goods manufacturer · Global

80k+
business rules recovered from history
9-in-10
setup fields determined automatically
80+
markets covered, each with its own rules
9+/10
answer quality, independently judged
01 · The challenge

The rules exist, but only in people’s heads

Filling a master-data record correctly follows real rules. The problem: those rules were never written down. They live in years of history and in a handful of experts — impossible to read, audit or hand over at scale.

Complex and contextual

A single field can follow hundreds of rules depending on country, customer type and other attributes. What is right in Market A is wrong in Market B.

Scattered and tacit

Knowledge sits in spreadsheets, emails and a few specialists’ memory. New team members simply do not know what to fill in, or with which value.

Migration risk

Without a reliable picture of how things really work today, the new system is designed on assumptions — leading to rework, dirty data and cutover delays.

01b · Scope

Four master-data domains

The method was proven in the Customer domain and is being extended, one pillar at a time.

Pillar 1

Customer

Who you sell to

Live in production

Pillar 2

Vendor

Who you buy from

Pipeline built

Pillar 3

Finance

Accounts and cost centres

On roadmap

Pillar 4

Material

What you make and move

On roadmap

02 · The solution

From raw history to knowledge anyone can ask for

Two complementary moves: an engine that discovers the rules from what was actually recorded, and an assistant that delivers them to whoever needs them, in plain language.

Discover
Decades of recordsRule-mining engine
Deliver
Knowledge graphPlain-language assistant

Discover · the rule-mining engine

Instead of interviewing experts, the engine reads the real registration history and reverse-engineers each rule, with a statistical confidence and how many real records back it. Tens of thousands of rules, recovered automatically.

Deliver · the knowledge graph and assistant

The rules become a connected graph an assistant can reason over. Ask a normal question and it answers in business or technical language, always grounded in real rules, never invented.

Discover, then deliver: the left half is data engineering; the right half is how every team finally gets to use the result.

03 · How the rules connect

See one rule come to life

Every rule has the same simple shape: a few inputs, like country and customer type, trigger a rule, and the rule determines the right value. Drag the nodes, hover one to focus it, scroll to zoom — this is literally how the assistant reasons.

Inputs
3
Rule
Idle
Zoom
100%
InputValueRuleResult
Market ACountrySold-toCustomer typeSouthRegionRuletriggeredEntity A-01Sales office

drag nodes · hover to focus · scroll to zoom · drag the background to pan

  • Every rule reverse-engineered from what was actually recorded
  • Inputs, trigger and result — the same shape every time
  • Multiply this by tens of thousands of recovered rules

Read it left to right: three inputs — Market A, a sold-to customer, a southern region — trigger one rule, and that rule determines the correct sales office. Now picture this multiplied by tens of thousands of rules.

04 · Ask in plain language

Drive the rules yourself

No spreadsheets, no database queries, no need to know the system’s field names. Choose a country and a customer type, and watch the graph rewire and the fields resolve — with how confident it is and how many real records support it.

Fields determined
5 of 5
Confidence
High
Backed by
1,200+ records
Country
Domestic tax treatment. The largest body of history behind it.
Customer type
The party that places the order. Determines the most fields.
LABEL_ CANDIDATE RULES
Market ASold-toSouth regionEntity A-01Entity A-02Entity A-07Written

Company / accounting entity in Market A (south region, Entity A-01): 3 values competed and one carried enough history to be written.

LABEL_ DETERMINED AUTOMATICALLY

Open a field to see every value history offered it, and how much history stood behind each.

5 of 5 fieldshigh confidence overall · backed by 1,200+ records
  • Recovered from real registration history, not from interviews
  • Every rule carries its confidence and how much history backs it
  • A field with no strong rule is refused, never guessed

Market A, Sold-to. 5 of 5 fields determined, high confidence overall, backed by 1,200+ records.

Synthetic and anonymised throughout — Market A, Entity A-01. The values show the shape of the rules, never a client’s configuration, and the record counts are illustrative.

05 · What the data revealed

Two answers unlock almost everything

After analysing every field, one pattern stood out: country plus customer type is the fingerprint of a record. Knowing just those two answers determines 9 in 10 setup fields.

9-in-10of setup fields

~1,000 real country × customer-type combinations

A two-field fingerprint

Country and customer type alone determine 9 in 10 setup fields. A simple, intuitive starting point for any record.

Local by nature

Almost every value changes by country; only a few are truly global. The graph captures that local nuance automatically, across 80+ markets.

fields determined by market × customer type_6 × 4
Sold-toShip-toPayerBill-toMarket AMarket BMarket CMarket DMarket EMarket F
Synthetic distribution. Every row reads differently — that is what “local by nature” looks like.
06 · Value to the migration

Evidence for every phase of the move

The project gives each migration phase the factual base it needs, replacing assumptions with evidence drawn from real records.

  1. Phase 1 · As-Is

    Understand the legacy

    A clear, audited picture of how records were actually filled today, by country and customer type, with confidence and coverage. Surfaces inconsistencies before they become migration problems.

  2. Phase 2 · Design

    Design the target

    The explicit rules feed the to-be blueprint: per-country defaults and field dependencies become visible and queryable instead of tribal knowledge.

  3. Phase 3 · Build and test

    Validate and harmonise

    The assistant answers fill-in questions in real time and can generate a full record setup in one call, accelerating data cleansing and harmonisation.

  4. Phase 4 · Cutover and run

    A lasting copilot

    After go-live it becomes a record-creation copilot: any user consults the rules without depending on a few experts, cutting human error and dirty data for good.

07 · By the numbers

The project at a glance

Proven in production on the Customer domain, with the method ready to extend across the rest. Figures below are banded.

80k+
business rules recovered
9-in-10
fields determined automatically
80+
markets covered
9+/10
answer quality, independently judged
08 · Why it transfers

Every enterprise is sitting on rules it cannot read.

Decades of decisions are locked inside legacy systems and a few people’s memory. The pattern proven here — mine the rules from real history, connect them in a knowledge graph, and make them answerable in plain language — turns that institutional memory into a queryable asset. The system changes; the approach does not. It de-risks any major migration and outlives it.

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