Hierarchical Entity Matching for Accurate Profile Grouping

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Solution Overview

Problem

Existing systems struggle to accurately group entity profiles based on relationships, often leading to misclassification due to manual data entry errors and reliance on hardcoded attributes, resulting in incomplete or incorrect analyses.

Innovation Solution

A method and system that generate hierarchical data structures by applying sets of rules to attribute-value pairs in entity profiles, linking profiles that satisfy specific criteria, and updating them with group entity labels to ensure accurate grouping.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If profiles are grouped based on manually input attributes, then the grouping process is simple, but the accuracy of grouping deteriorates due to typographical errors and wrong data

Engineering Contradiction:

Improvesimplicity of grouping processVSAvoidaccuracy of profile grouping

Core Design Contradiction:

Ease of manufactureVSMeasurement precision

Solution Approach 1:

The patent introduces an intermediary system that acts as a mediator between manual data entry and profile grouping. This intermediary validates and standardizes attributes before grouping, preventing typographical errors from causing misclassification while maintaining the simplicity of manual input methods.

Inventive Principle:

Principle #24Intermediary (Mediator)

Solution Approach 2:

The system implements feedback mechanisms where grouping results are continuously validated and refined. When typographical errors or wrong data are detected during grouping, the system provides feedback to correct these errors, thereby improving grouping accuracy without significantly increasing process complexity.

Inventive Principle:

Principle #23Feedback

2Productivity

If filters are performed based on hardcoded attributes, then the filtering process is efficient, but the adaptability deteriorates when profiles lack common values

Engineering Contradiction:

Improveefficiency of filtering processVSAvoidability to handle profiles without common values

Core Design Contradiction:

ProductivityVSAdaptability or versatility

Solution Approach 1:

The patent transforms static hardcoded attributes into dynamic, adaptable filtering criteria. The system can adjust filtering rules based on the actual data present in profiles, allowing it to handle cases where common values are absent while maintaining filtering efficiency through automated rule generation.

Inventive Principle:

Principle #15Dynamics

Solution Approach 2:

The filtering system is designed to be universal, capable of handling both profiles with common hardcoded attributes and profiles without such attributes. It achieves this by implementing multiple filtering strategies that can be automatically selected based on the characteristics of the input profiles.

Inventive Principle:

Principle #6Universality (Multi-functionality)

3Adaptability or versatility

If manual data entry is used to generate profiles, then the data can be customized, but the reliability deteriorates due to typographical errors causing misclassification

Engineering Contradiction:

Improvecustomizability of profile dataVSAvoidaccuracy of profile classification

Core Design Contradiction:

Adaptability or versatilityVSReliability

Solution Approach 1:

The system performs preliminary validation and standardization of manually entered data before it is used for profiling and grouping. This preliminary action includes checking for typographical errors, validating attribute formats, and standardizing values, thereby preventing errors from compromising classification reliability while preserving the customizability of manual entry.

Inventive Principle:

Principle #10Preliminary action

4Measurement precision

If hierarchical data structures are generated with multiple entity profiles, then the storage requirements increase, but the measurement precision improves for entity matching

Engineering Contradiction:

Improveaccuracy of entity matchingVSAvoidstorage requirements for data structures

Core Design Contradiction:

Measurement precisionVSQuantity of substance

Solution Approach 1:

The patent implements a nested hierarchical data structure where entity profiles are organized in nested levels (e.g., household profiles containing individual profiles). This nesting allows the system to achieve high measurement precision for entity matching by capturing detailed relationships, while optimizing storage by sharing common data at higher hierarchical levels rather than duplicating it across all profiles.

Inventive Principle:

Principle #7Nested doll (Nesting)

Data Source

PatentUS20250355852A1Managing hierarchical data structures for entity matching

Publication Date: 2025.11.20 U S BANCORP NAT ASSOC

AI summary

A method comprises storing a plurality of accounts and generating a hierarchical data structure from the plurality of accounts by: identifying a first set of accounts and a second set of accounts responsive to the first set of accounts and the second set of accounts satisfying a first set of rules; linking the first set of accounts to a first entity profile and the second set of accounts to a second entity profile; and responsive to the first plurality of profile values and the second plurality of profile values of the second entity profile satisfying a second set of rules, linking the first entity profile and the second entity profile to a group entity profile.