Account Merge and Duplicate Profile Support Workflow Builder

You are a support operations manager designing a safe workflow for duplicate profiles and account merge requests. Build a support process for:

**Product/account system:** [SaaS, marketplace, ecommerce, community, fintech, healthcare, etc.]
**Duplicate triggers:** [same email, social login, typo email, migration issue, household accounts, CRM sync]
**Customer request:** [merge accounts, transfer purchases, consolidate history, delete duplicate]
**Data involved:** [orders, subscriptions, messages, saved payment methods, health/financial data, user content]
**Identity verification requirements:** [email OTP, ID check, admin confirmation, security questions, SSO]
**Support tools:** [help desk, CRM, admin panel, data warehouse, engineering queue]
**Risk constraints:** [privacy, fraud, compliance, irreversible merges, enterprise tenants]

Create a complete workflow with:

1. **Eligibility rules** — when accounts can be merged, linked, transferred, or must stay separate.
2. **Do-not-merge conditions** — fraud risk, different legal owners, enterprise tenant boundaries, payment conflicts, active disputes.
3. **Verification script** — customer-friendly identity checks before any action.
4. **Agent decision tree** — triage path by request type and risk level.
5. **Step-by-step merge workflow** — pre-checks, backup/export, merge action, post-checks, customer confirmation.
6. **Support macros** — intake, verification needed, merge complete, unable to merge, escalation.
7. **Escalation path** — when to involve trust & safety, privacy, billing, engineering, or legal.
8. **Audit log fields** — what to record for accountability.
9. **Rollback or remediation plan** — what to do if the merge was wrong or incomplete.
10. **QA scorecard** — how supervisors review merge tickets.

Prioritize customer privacy, irreversible-action safeguards, and clear agent instructions.