Entity Resolution Clustering for Cross-Source Record Matching

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Solution Overview

Problem

Existing filtering functions struggle to isolate relevant records from large lists lacking identical fields, especially when records originate from different sources, leading to inefficiencies as list sizes increase, making it difficult to identify and group related records effectively.

Innovation Solution

An entity resolution system that automatically analyzes large data structures, cleans and pairs records, scores their likelihood of relating to a common entity, and determines a canonical name for the entity, using techniques like Levenshtein distance and blocking models to efficiently group and identify records.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If filtering functions are used to isolate records based on identical fields, then records can be isolated and aggregated to provide reports, but the system fails when records lack identical fields or have identical fields in only a small number of fields

Engineering Contradiction:
Improveability to isolate relevant recordsVSAvoidhandling of records from different sources with no identical fields
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The patent transforms the matching criterion from requiring identical field values to using similarity scoring based on multiple attributes. Records are compared across multiple fields (name, address, phone, etc.) and assigned similarity scores, allowing flexible matching even when no single field is identical. This resolves the contradiction by changing the parameter from exact match to similarity-based match.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system creates a universal entity resolution framework that handles multiple data sources with different field structures. The entity resolution service can process records from various sources (telecommunications, finance, healthcare) using the same similarity-based approach, making the system adaptable to records with no identical fields across different sources.

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Productivity

If traditional filtering functions are used, then the process is simple for records with identical fields, but the system becomes inefficient as list sizes increase to billions of records

Engineering Contradiction:
Improveprocessing efficiencyVSAvoidnumber of records in lists
Core Design Contradiction:
ProductivityVSQuantity of substance

Solution Approach 1:

The patent segments the large-scale record comparison problem into manageable units by processing records in batches and using distributed computing. The entity resolution service divides the billion-record comparison task into smaller sub-tasks that can be parallelized, maintaining processing efficiency even as data volume increases to billions of records.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system introduces an intermediary entity resolution service that acts as a mediator between raw data records and final analysis results. This service handles the complex similarity computation and record matching, freeing downstream systems from performing inefficient pairwise comparisons and maintaining overall productivity at scale.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Measurement precision

If records are compared using multiple fields to improve accuracy, then more sophisticated filtering can be provided, but the complexity of the system increases

Engineering Contradiction:
Improveaccuracy of record matchingVSAvoidcomplexity of comparison system
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The entity resolution service automatically determines which fields to compare and how to weight them, eliminating the need for manual configuration of complex comparison rules. The system self-adjusts the matching criteria based on the data characteristics, providing high accuracy without requiring users to manage the underlying complexity of multi-field comparisons.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS12430346B2Systems and methods for automatic clustering and canonical designation of related data in various data structures
Publication Date: 2025.09.30 PALANTIR TECHNOLOGIES INC
  • US12430346B2 patent drawing
  • US12430346B2 patent drawing
  • US12430346B2 patent drawing

AI summary

Computer implemented systems and methods are disclosed for automatically clustering and canonically identifying related data in various data structures. Data structures may include a plurality of records, wherein each record is associated with a respective entity. In accordance with some embodiments, the systems and methods further comprise identifying clusters of records associated with a respective entity by grouping the records into pairs, analyzing the respective pairs to determine a probability that both members of the pair relate to a common entity, and identifying a cluster of overlapping pairs to generate a collection of records relating to a common entity. Clusters may further be analyzed to determine canonical names or other properties for the respective entities by analyzing record fields and identifying similarities.