Just attended a nice intro to R and RStudio webinare.
Here is a link to the article.
https://thomasmock.netlify.com/post/a-gentle-guide-to-tidy-statistics-in-r/
I'll try to add a link to the video in 3-4 days when it is posted.
However, here is a good start on videos
https://resources.rstudio.com/webinars
You can get access to R Studio in the cloud for free to learn at https://rstudio.cloud.
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I agree that an ML model will always have some error. This is why I wish there were a standard way to un-merge accounts in Tessitura. However, we don't have one at this point.
Regardless, there are some sites that are automatically scheduling merges when there is very high certainty of record linkage. (To date I think that most groups are looking at things like exact email address matches.) I've also thought of using additional features in the record linkage process like partial credit card numbers as part of match criteria.
Another challenge comes when an account has multiple phones, email addresses, and postal codes, past credit cards used. How do we do feature paring without blowing up computational complexity to badly?
That said I'm inclined to try to work on an MVP and see how far we get.
For me, the first step will be to extract customer records from Tessitura get the data into an analytics database outside Tessitura. Likely to use the List and Output set method through the REST API to get my data. (Because I'm on RAMP, and don't have direct database access from my data science environment, which includes PostgreSQL, Jupyter Notebooks, and R.)
cc: Nick Reilingh
One thing I can say is that we have had specific use cases that have presented some trouble. One of them is siblings that are in our summer programs. They often have the same address, use a family email, same home phone number, etc. Sometimes we even have trouble with siblings with names like 'Roberto' and 'Roberta'. Fringe cases like these have often slipped under the radar for my department and I have only recently discovered some of these issues. Would be interested to hear if you have dealt with similar issues as well.
Good luck on your journey!
The layered complexities of householding I understand. However, I don't have good ways to sort out these issues. I did a bit of playing with the problems over the weekend.