Database Record Matching Using Confidence Scores

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Solution Overview

Problem

Current database management systems face challenges in automatically resolving conflicts during record merges, particularly when new records overlap with existing information, leading to burdensome manual resolution for users.

Innovation Solution

A method and apparatus that utilize artificial intelligence and fuzzy logic to determine matches with minor mistakes by comparing tax identification, company name, address, city, and phone fields, assigning confidence scores, and verifying fields through a field verification service to automatically combine records.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If traditional database software flags overlaps for manual resolution, then conflict detection is achieved, but user burden increases significantly due to large numbers of conflicts requiring manual resolution

Engineering Contradiction:
Improveconflict detection accuracyVSAvoiduser burden
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system performs self-service by automatically resolving conflicts using confidence scores and verification services without requiring user intervention. The database server independently determines matches, verifies fields, and combines records, eliminating the need for users to manually review and resolve each conflict.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The manual mechanical process of user review and conflict resolution is replaced with an automated electronic system using confidence score calculations, field verification services, and algorithmic decision-making to determine record matches and resolve conflicts automatically.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Extent of automation

If Oracle rule sets are used to manage conflicts, then some automation is achieved, but records are not automatically combined where conflicting information exists

Engineering Contradiction:
Improveconflict management automationVSAvoidrecord merging speed
Core Design Contradiction:
Extent of automationVSProductivity

Solution Approach 1:

The system automatically combines records by having the database server perform self-service operations: calculating confidence scores, verifying fields through verification services, and executing record combination without requiring user approval or intervention at each step.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system performs preliminary actions by pre-calculating confidence scores for multiple fields (tax identification, company name, address, city, phone) and pre-verifying fields through verification services before finalizing the record combination, enabling automatic resolution without user involvement.

Inventive Principle:
Principle #10Preliminary action

3Measurement precision

If exact matching is required for all fields, then data accuracy is maintained, but matches with minor mistakes are missed

Engineering Contradiction:
Improvedata matching accuracyVSAvoidtolerance for minor discrepancies
Core Design Contradiction:
Measurement precisionVSAdaptability or versatility

Solution Approach 1:

The system applies different quality standards to different fields by calculating separate confidence scores for each field (tax identification, company name, address, city, phone) and combining them. This allows minor discrepancies in less critical fields while maintaining high accuracy requirements for critical fields like tax identification.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system changes the matching parameter from binary exact-match to a continuous confidence score that can accommodate minor variations. By using confidence scores and verification services, the system can tolerate minor mistakes while still maintaining high data quality standards through the averaging mechanism and threshold comparisons.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS11966372B1Database record combination
Publication Date: 2024.04.23 BOTTOMLINE TECHNOLOGIES INC
  • US11966372B1 patent drawing
  • US11966372B1 patent drawing
  • US11966372B1 patent drawing

AI summary

A novel technique for matching, merging, and combining a new database record with a master database record is described herein. The technique uses specific fields to compare in a unique exact match and fuzzy match combination to determine if a non-exact matching record pair is indeed a matched pair. Once the match is established, the records are merged or combined to utilize the best information from the two records.