Blocking Scheme Training Using Labeled and Unlabeled Data

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Solution Overview

Problem

Existing record linkage methods face computational challenges with large data sets and perform poorly when trained solely on labeled data, generating too many candidate matches due to insufficient characterization of unlabeled data.

Innovation Solution

Training a blocking scheme using both labeled and unlabeled data to identify blocking attributes and comparison methods, maximizing true matches and minimizing non-matches by iteratively learning conjunctions and combining them using disjunctions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a blocking scheme is trained using only labeled data, then the training process is simpler and faster, but the blocking scheme performs poorly on unlabeled data by generating too many candidate matches

Engineering Contradiction:
Improveblocking scheme performance on unlabeled dataVSAvoidtraining process complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent applies preliminary action by pre-processing unlabeled data to generate pseudo-labels before training the blocking scheme. This preliminary labeling step enables the model to learn from unlabeled data without requiring manual annotation, thereby improving performance on unseen data while maintaining a manageable training process

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent uses copying by creating synthetic labeled data from unlabeled data through pseudo-labeling. This allows the training process to leverage the large volume of unlabeled data by converting it into a format suitable for supervised learning, thus improving generalization to unseen data without proportionally increasing training complexity

Inventive Principle:
Principle #26Copying

2Reliability

If all pairs of records are compared to ensure complete linkage, then linkage accuracy is maximized, but computational cost becomes prohibitive for large data sets

Engineering Contradiction:
Improverecord linkage accuracyVSAvoidcomputational efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The patent applies segmentation by dividing the record comparison task into two stages: first segmenting records into blocks based on blocking attributes, then only comparing records within the same block. This segmentation dramatically reduces the number of comparisons needed while maintaining linkage accuracy for the subset of records that require processing

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent applies local quality by applying different levels of comparison strictness to different record pairs based on their blocking attributes. Records with similar blocking attributes are compared with higher precision, while records with dissimilar attributes are not compared, optimizing computational resources for the most promising matches

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS8843492B2Record linkage based on a trained blocking scheme
Publication Date: 2014.09.23 MICROSOFT TECHNOLOGY LICENSING LLC
  • US8843492B2 patent drawing
  • US8843492B2 patent drawing
  • US8843492B2 patent drawing

AI summary

Some implementations disclosed herein provide techniques and arrangements to train a blocking scheme using both labeled data and unlabeled data. For example, training the blocking scheme may include iteratively: learning a conjunction, identifying first matches in the labeled data and the unlabeled data that are uncovered by the conjunction, and identifying second matches in the labeled data and the unlabeled data that are covered by the conjunction. The conjunction learned in each iteration may be combined using a disjunction. A search engine may use the search engine when searching for records that match an entity.