# US 11,907,187 B1 · Methods and systems for facilitating data stewardship tasks

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- Number: US 11,907,187 B1
- Document ID: US11907187B1
- Status: Granted
- Kind: B1
- Application number: 16/807,854
- Filed: 2020-03-03
- Granted: 2024-02-20
- Earliest claimed: 2017-04-28
- Assignees: Verato, Inc.
- Applicants: Verato, Inc.
- Inventors: Carl Hecker; Jonathan P. Case; Luis V. Orozco; Tara F. Figley; Sean M. Pritchard
- Web page: https://patentgrep.com/patent/US11907187B1

## CPC

- G06F 16/215: Improving data quality; Data cleansing, e.g. de-duplication, removing invalid entries or correcting typographical errors
- G06F 16/27: Replication, distribution or synchronisation of data between databases or within a distributed database system; Distributed database system architectures therefor
- G06F 21/6227: {where protection concerns the structure of data, e.g. records, types, queries}
- G06F 21/6254: {by anonymising data, e.g. decorrelating personal data from the owner's identification}
- G06Q 10/04: Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" (market predictions or forecasting for commercial activities G06Q30/0202)
- G06Q 10/06311: {Scheduling, planning or task assignment for a person or group}
- G06Q 10/101: Collaborative creation, e.g. joint development of products or services
- G06Q 30/01: Customer relationship services
- G06Q 50/265: {Personal security, identity or safety}
- G06Q 40/08: Insurance
- G16H 10/60: for patient-specific data, e.g. for electronic patient records
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G16H: HEALTHCARE INFORMATICS, i.e. INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR THE HANDLING OR PROCESSING OF MEDICAL OR HEALTHCARE DATA

## Abstract

A method and system for detecting and queuing data stewardship tasks, the method may comprise receiving, at a private database, incoming identity information comprising one or more received data record attributes; comparing the one or more received data record attributes to a plurality of saved data records in the private database. Each saved private data record may include one or more saved attributes. A data stewardship task record is created that contains the received data record attributes and saved data record attributes that are near matches to the received data record. The data stewardship task is displayed to indicate a match quality for each of the received data record attributes and the saved data record attributes. The match quality may be indicated using a color coding scheme that uses a unique color or lack of color to indicate one of a match, a partial match, and no match.

## Claims

### Claim 1

A method for detecting and queuing data stewardship tasks to reduce data record duplication and incorrection, the method comprising:
receiving, at a private database, a received data record comprising a set of received identity data record attributes representing an identity of a subject;
sending, by the private database, the received data record identity information to a reference data system to verify the identity of the subject, wherein the reference data system includes a reference database which contains a plurality of identity data records that only contain identity attributes that are used for resolving and verifying identities of unknown data records that are external to the reference data system;
receiving, from the reference database, a return message including a set of combined identity data attributes representing a verified subject and comprising the set of received identity data attributes and one or more reference identity data attributes representing a selected reference subject, wherein the return message verifies the identity of the subject to the private database and establishes to the private database that the subject, the selected reference subject, and the verified subject are all the same subject;
comparing one or more of the set of combined identity data attributes to a plurality of saved private data records in the private database, wherein each saved private data record comprises one or more saved private identity data attributes;
on a condition that the received data record is a near match to one or more of the plurality of saved private data records in the private database, creating a data stewardship task record that contains one or more of the set of combined identity data attributes and the one or more saved private identity data attributes of each of the plurality of saved private data records that are near matches to the received data record;
displaying a data stewardship task on a display in the event that the data stewardship task was created using either the private database or the reference database, wherein the displayed data stewardship task indicates a match quality for each of one or more of the set of received identity data attributes and the saved private identity data attributes; and
receiving a first user input indicating one of a linking action or an unlinking action and which results in at least one of a prevention of duplication of data and a correction of incorrect or duplicated data.

### Claim 2 (depends on 1)

The method according to claim 1, wherein the first user input indicates a linking action and wherein the first user input includes a reference to an identified saved private data record included in the data stewardship task, the method further comprising preventing the duplication of data by assigning the received data record a private record identifier of the identified saved private data record.

### Claim 3 (depends on 1)

The method according to claim 1, wherein the first user input indicates an unlinking action and wherein the first user input includes a reference to an identified saved private data record included in the data stewardship task, the method further comprising preventing the incorrection of data by assigning the identified saved private data record a new private identifier and saving the identified saved private data record as a new private data record.

### Claim 4 (depends on 1)

The method according to claim 1 further comprising, on a condition that the received data record is not a near match to any of the plurality of saved private data records in the private database, assigning a new private identifier to the received data record and saving the received data record as a new private data record.

### Claim 5 (depends on 1)

The method according to claim 1 further comprising, prior to creating the data stewardship task, on a condition that a currently existing data stewardship task contains a previously received data record is a near match to the one or more of the plurality of saved private data records in the private database, merging the received data record into the currently existing data stewardship task.

### Claim 6 (depends on 1)

The method according to claim 1, wherein the match quality is indicated using a color coding scheme that uses a unique color, lack of color, or other visual cues to indicate one of a match, a partial match, and no match.

### Claim 7 (depends on 1)

The method according to claim 1, wherein the displayed data stewardship task indicates a match quality for each of the set of received identity data attributes and the private reference identity data attributes.

### Claim 8 (depends on 1)

The method according to claim 1, wherein the data stewardship task record also contains one or more saved private identity data attributes of each of the plurality of saved private data records that are near matches to the received data record.

### Claim 9 (depends on 1)

The method according to claim 1 further comprising, on a condition that the received data record is a match to a single existing private data record in the private database above a threshold for creating a data stewardship task:
assigning a new private identifier to the received data record;
saving the received data record as a new private data record; and
linking the new private data record with the single existing private data record such that both data records represent the same subject.

### Claim 10

A system for viewing and performing data stewardship tasks to reduce data record duplication and incorrection, the system comprising:
a private data system that includes a private database containing a plurality private data records, wherein each private data record in the private database pertains to a unique private subject and is comprised of one or more private identity data attributes representing the private subject, wherein one of such private identity data attributes for each private data record is a private record identifier (ID) attribute;
a reference data system that includes a reference database containing a plurality of reference identity data records that only contain identity data attributes that are used for resolving and verifying identities of unknown data records that are external to the reference data system, wherein each reference data record in the reference database pertains to a unique reference subject and is comprised of one or more reference identity data attributes representing the reference subject, wherein one of such reference identity data attributes for each reference data record is a reference record ID attribute;
wherein the private data system is configured to:
receive, at the private data system, a received data record comprising identity information including a set of received identity data attributes representing an identity of a subject;
send, by the private data system, the received data record identity information to the reference data system to verify the identity of the subject;
receive, from the reference data system, a return message including a set of combined identity data attributes representing a verified subject and comprising the set of received identity data attributes and one or more reference identity data attributes representing a selected reference subject, wherein the return message verifies the identity of the subject to the private database and establishes to the private database that the subject, the selected reference subject, and the verified subject are all the same subject;
compare one or more of the set of combined identity data attributes to a plurality of saved data records in the private database, wherein each saved data record comprises one or more saved identity data attributes; and
on a condition that the received data record is a near match to one or more of the plurality of saved data records in the private database that is not contained within a currently existing data stewardship task, create a data stewardship task record that contains one or more of the set of combined identity data attributes and the one or more saved identity data attributes of each of the plurality of saved data records that are near matches to the received data record;
a display configured to display a data stewardship task, wherein the displayed data stewardship task indicates a match quality for each of the set of received identity data attributes and the one or more saved identity data attributes; and
a graphical user interface programmed to receive a first user input indicating one of a linking action or an unlinking action and which results in at least one of a prevention of duplication of data and a correction of incorrect or duplicated data.

### Claim 11 (depends on 10)

The system according to claim 10, wherein the first user input indicates a linking action and wherein the first user input includes a reference to an identified saved private data record included in the data stewardship task, and wherein the private data system is further configured to prevent the duplication of data by assigning the received data record a private record ID of the identified saved private data record.

### Claim 12 (depends on 10)

The system according to claim 10, wherein the first user input indicates an unlinking action and wherein the first user input includes a reference to an identified saved private data record included in the data stewardship task, and wherein the private data system is further configured to prevent the incorrection of data by assigning the identified saved private data record a new private identifier and saving the identified saved private data record as a new private data record.

### Claim 13 (depends on 10)

The system according to claim 10 on a condition that the received data record is not a near match to any of the plurality of saved private data records in the private database the private data system is further configured to assign a new private identifier to the received data record and saving the received data record as a new private data record.

### Claim 14 (depends on 10)

The system according to claim 10, wherein, prior to creating the data stewardship task, the private data system is further configured to, on a condition that a currently existing data stewardship task contains a previously received data record is a near match to the one or more of the plurality of saved private data records in the private database, merge the received data record into the currently existing data stewardship task.

### Claim 15 (depends on 10)

The system according to claim 10, wherein the match quality is indicated using a color coding scheme that uses a unique color, lack of color, or other visual cues to indicate one of a match, a partial match, and no match.

### Claim 16 (depends on 10)

The system according to claim 10, on a condition that the received data record is a near match to a single existing private data record in the private database above a threshold for creating a data stewardship task, the private data system is further configured to:
assign a new private identifier to the received data record
save the received data record as a new private data record, and
link the new private data record with the single existing private data record such that both data records represent the same subject.

### Claim 17

A system for viewing and performing data stewardship tasks to reduce data record duplication and incorrection, the system comprising:
a private data system that includes a private database containing a plurality private data records, wherein each private data record in the private database pertains to a unique private subject and is comprised of one or more private attributes representing the private subject, wherein one of such private attributes for each private data record is a private data record identifier (ID) attribute;
wherein the private data system is in communication with a reference data system that includes a reference database containing a plurality of reference data records that only contain identity attributes that are used for resolving and verifying identities of unknown data records that are external to the reference data system, wherein each reference data record in the reference database pertains to a unique reference subject and is comprised of one or more reference attributes representing the reference subject, wherein one of such reference attributes for each reference data record is a reference record ID attribute;
wherein the private data system is configured to:
receive, at the private data system, a received data record comprising identity information including a set of received data record attributes representing an identity of a subject;
send, by the private data system, the received data record identity information to the reference data system to verify the identity of the subject;
receive, from the reference data system, a return message including a set of combined attributes representing a verified subject and comprising the set of received data record attributes and one or more reference data attributes representing a selected reference subject, wherein the return message verifies the identity of the subject to the private database and establishes to the private database that the subject, the selected reference subject, and the verified subject are all the same subject;
compare one or more of the set of combined attributes to a plurality of saved data records in the private database, wherein each saved data record comprises one or more saved data record attributes;
on a condition that the received data record is a near match to one or more of the plurality of saved data records in the private database that is not contained within a currently existing data stewardship task, create a data stewardship task record that contains one or more of the set of received data record attributes and the one or more saved data record attributes of each of the plurality of saved data records that are near matches to the received data record;
on a condition that the received data record is a match to a single existing private data record in the private database above a threshold for creating a data stewardship task, the private data system is further configured to:
assign a new private identifier to the received data record
save the received data record as a new private data record, and
link the new private data record with the single existing private data record such that both data records represent the same subject;
on a condition that the received data record is not a near match to any of the plurality of saved private data records in the private database, assign a new private identifier to the received data record and saving the received data record as a new private data record; and
a display configured to display a data stewardship task, wherein the displayed data stewardship task indicates a match quality for each of the one or more of the set of received data record attributes and the saved data record attributes; and
a graphical user interface programmed to receive a first user input indicating one of a linking action or an unlinking action and which results in at least one of a prevention of duplication of data and a correction of incorrect or duplicated data.