In order to learn by example Bailam need to connect records from the source to records from the target so there is necessary to have dat that allow this link to be done by the system, this is done by defining what we call the scenario_id for the source and target.
The simplest approach is to have identifier in the source and in the target that contain the same data. it can be a transaction id , a phone number, and email. The user can select the field to be use in the source and target but if the user doesn't define the fields the system will try to select the fields automatically.
Few comments :
- There is no need to have matching identifier for all lines, if the system has enough line to learn it is enough
- If some id are not unique there will be excluded for the learning but it will still be mapped to the target
- The link can use more than one field
- If exact match are not found Bailam can find "fuzzy" match to find corresponding line (this is not available in the basic suscription)
In the resulting page the scenario id and the number of found matching records is displayed. If the field don't seems correct you can select the correct one manually in the system creation page. You can select the scenario_id for the source or for the target or for both. if you define only one side the system will look for the best filed in the target to match you selection.