Day-0 Guide
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Chapter 04 of 13DAY-0

From source data to enterprise knowledge

A real company rarely has one perfect database.

CRM knows an account one way. ERP may know the same company another way. Documents may refer to it by name. Each system has its own IDs, fields and timing.

Metrolane keeps those source systems intact — and then builds a shared enterprise view above them.

Understand

Start with the source, not the answer

Suppose CRM says:

ACC-2026-900001Kestrel Auto Retail Private Limited

and ERP says:

CUST-2026-000002Kestrel Auto Retail Private Limited

Those records may describe the same organization.

But Metrolane does not simply merge them into one row.

It first preserves what each system actually said.

Then it creates the enterprise interpretation separately.

One organization, as the systems hold it and as the enterprise reads it

Underlined keys open the real record beside this lesson.

Source system

extract

Raw / ingested data

map

Canonical enterprise
Entity resolution and provenance

The source systems keep their own truth.

The canonical layer gives the enterprise a shared language.

See it in Metrolane

One enterprise identity. Three source records.

Kestrel Auto Retail appears in Metrolane as:

CRM AccountACC-2026-900001
CRM AccountACC-2026-900002
ERP CustomerCUST-2026-000002

All three resolve to

Organization · Kestrel Auto RetailORG-000012

The source records do not disappear.

They remain independently inspectable.

Important distinction

Entity resolution is not integration

Two records can represent the same enterprise entity without being connected by a business-system handoff.

Operational link
ACC-2026-900001operational linkCUST-2026-000002

is a known CRM → ERP relationship. How do these source records interact?

Entity resolution
ACC-2026-900001ACC-2026-900002CUST-2026-000002ORG-000012

Do these source records represent the same real enterprise entity?

Those statements answer different questions.

What happens between source and canonical?

The path is deliberate.

  1. Source record
  2. Connector extraction
  3. Raw landed representation
  4. Mapping / projection
  5. Canonical result
  6. Record and field lineage

Where required, add: entity resolution, survivorship.

Each layer answers a different question.

Connector — What did we extract?

A connector reads from a source system through a controlled extraction interface. It does not decide what the data means to the whole enterprise. Its job is to bring source information across without pretending it is already canonical.

Raw ingestion — What exactly arrived?

Before interpretation, Metrolane keeps a landed representation of what the connector extracted. That gives us a point between what the source said and what the enterprise later concluded.

Mapping — What does this source field mean in enterprise terms?

A mapping translates source-native structure into canonical meaning. For example: ERP Customer Invoice → mapping rule → Canonical Invoice. This is explicit rather than hidden inside UI code.

Entity resolution — Which source records represent the same thing?

Entity resolution creates the source-record → canonical-entity decision. For Kestrel, CRM and ERP records resolve to the same canonical Organization. The source IDs and canonical ID remain different ID spaces.

Survivorship — Which source supplies a canonical attribute?

Even when several source records represent the same entity, they do not all have equal authority for every field.

For Kestrel:

legal_namesource priority: ERP > CRMselected source: ERP
trading_namesource priority: CRM > ERPselected source: CRM

So canonical data can deliberately combine authoritative contributions from different systems.

Go deeper

Follow one invoice from source to canonical

A complete Data Journey — CINV-2026-000001
  1. ERP Customer Invoice CINV-2026-000001
  2. Connector / extraction
  3. Raw landed representation
  4. MAP-INV-ERP-CUSTOMER
  5. Canonical Invoice CINV-2026-000001
  6. Field lineage
Additional contributionERP AR Open Item → MAP-INVPOS-ERP-ARopen_amount / position_code

A canonical business object can have a primary source record and additional contributing records.

Cross-System Journey vs Data Journey

These often appear close together, but they are not the same.

Cross-System JourneyCRM Opportunity → ERP Sales Order

This explains a business handoff.

Data JourneyERP source record → raw → mapping → canonical object

This explains a data transformation.

Metrolane keeps both visible because they answer different questions.

Chapter takeaway

  • Source systems preserve operational truth.
  • Canonical data creates shared enterprise meaning.
  • Resolution links source identities to enterprise identities.
  • Survivorship decides field authority.
  • Lineage explains where canonical facts came from.