Hierarchical Database Association Metadata for Reliable Record Matching

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Solution Overview

Problem

Existing database management systems face inefficiencies and reliability issues in performing database operations due to direct user-provided instructions that can compromise data integrity, leading to frequent re-execution of operations.

Innovation Solution

A database association management platform that enables end users to provide record relationship instructions to generate and update database association metadata, using a sequence of instructions like RSI, RSE, RSNI, and NSC, while enforcing hierarchical matching logic to ensure data integrity and automate efficient cross-record association.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If direct user-provided instructions are used for database operations, then ease of operation is improved, but data integrity and reliability deteriorate

Engineering Contradiction:
Improveease of operationVSAvoiddata integrity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent introduces an intermediary layer (metadata system and hierarchical matching logic) between user instructions and database operations. User-provided record relationship instructions are transformed into structured metadata that enforces data integrity rules, allowing easy user operation while maintaining system reliability through automated validation and hierarchical matching constraints

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If automated matching logic is used for cross-record association, then productivity is improved, but measurement precision and data accuracy deteriorate

Engineering Contradiction:
ImproveproductivityVSAvoidmatching accuracy
Core Design Contradiction:
ProductivityVSMeasurement precision

Solution Approach 1:

The patent implements feedback mechanisms where automated matching operations continuously reference and conform to user-defined metadata and hierarchical matching logic. The system monitors matching results against established rules and adjusts automated logic to maintain alignment with user intent, ensuring both high productivity through automation and high precision through rule-based validation

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The patent applies preliminary action by establishing metadata and hierarchical matching logic before automated matching operations execute. User-defined record relationship instructions are processed in advance to create constraint frameworks that guide automated matching, ensuring accuracy is built into the automation process from the start rather than being added as a corrective measure

Inventive Principle:
Principle #10Preliminary action

3Manufacturing precision

If hierarchical matching logic with multiple instruction types is implemented, then manufacturing precision and data consistency are improved, but device complexity increases

Engineering Contradiction:
Improvedata consistencyVSAvoidsystem complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The patent segments the complex task of maintaining data consistency into manageable components through metadata structures. Different aspects of data integrity (inclusion, exclusion, non-inclusion, non-exclusion relationships) are divided into distinct instruction types and metadata fields, allowing each segment to be independently validated and enforced while contributing to overall data consistency

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS12554707B1Database management systems using hierarchically-enforced database association metadata
Publication Date: 2026.02.17 OPTUM INC
  • US12554707B1 patent drawing
  • US12554707B1 patent drawing
  • US12554707B1 patent drawing

AI summary

Various embodiments of the present invention provide methods, apparatuses, systems, computing devices, computing entities, and/or the like for facilitating efficient and effective execution of database management operations. For example, various embodiments describe generating data associated with a database association management platform that enables an end user to generate/maintain database association metadata for a database using a sequence of record relationship instructions, such as a sequence comprising at least one of record-structure inclusion (RSI) instructions, record-structure exclusion (RSE) instructions, record-structure non-inclusion (RSNI) instructions, record-structure non-exclusion (RSEI) instructions, and new structure creation (NSC) instructions. As another example, various embodiments describe performing hierarchical database record aggregation/matching by defining hierarchically-differentiated tiers of a cross-record matching logic, for example by defining a superseding/referential hierarchical matching logic that may be generated based at least in part on manually-entered record relationship instructions as reflected in the database association metadata.