# US 12,566,752 B2 · Matching and merging using metadata configuration based on an n-layer model > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,566,752 B2 - Document ID: US12566752B2 - Status: Granted - Kind: B2 - Application number: 18/211,219 - Filed: 2023-06-16 - Published: 2023-12-21 - Granted: 2026-03-03 - Earliest claimed: 2022-06-16 - Assignees: Reltio, Inc. - Applicants: Reltio, Inc. - Inventors: Martin Franklin; Manish Sood - Web page: https://patentgrep.com/patent/US12566752B2 ## CPC - G06F 16/2379: {Updates performed during online database operations; commit processing} - G06F 16/254: {Extract, transform and load [ETL] procedures, e.g. ETL data flows in data warehouses} - G06F 16/212: {with details for data modelling support} - G06F 16/213: {with details for schema evolution support} - G06F 16/215: Improving data quality; Data cleansing, e.g. de-duplication, removing invalid entries or correcting typographical errors - G06F 16/219: {Managing data history or versioning (querying versioned data G06F16/2474; querying temporal data G06F16/2477)} - G06F 16/256: {in federated or virtual databases} - G06F 16/258: {Data format conversion from or to a database} - G06F 16/288: {Entity relationship models} - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract Among other techniques, techniques for dynamic survivorship, cross-tenant matching, and lineage entity identifier (EID) promotion are described. A system utilizing these techniques can include an EID assignment engine, a progressive stitching engine, and a data item update engine. The progressive stitching engine can be at least conceptually characterized as comprising a data point onboarding subengine, a data point registration subengine, a data point matching subengine, and a data point merging subengine. A method utilizing these techniques can include assigning a data item EID to a data item, onboarding a data point, assigning a data point EID to the data point, matching the data point with the data item in a multitenant EID lineage-persistent relational database management system (RDBMS), merging the data point with the data item to create a merged data item, and changing the data item, triggering survivorship and lineage EID promotion rules. ## Claims ### Claim 1 A system comprising: one or more processors; and memory storing instructions that, when executed by the one or more processors, cause the system to perform: assigning, by an entity identifier (EID) assignment engine, a data item EID to a data item; onboarding, by a data point onboarding subengine, a data point; assigning, by a data point registration subengine, a data point EID to the data point; matching, by a data point matching subengine, the data point with the data item in a multitenant EID lineage-persistent relational database management system (RDBMS), wherein the multitenant EID lineage-persistent RDBMS retains EIDs for each piece of data, even if the data is merged or assigned a new EID, wherein the multitenant EID lineage-persistent RDBMS has a n-layer architecture, wherein the multitenant EID lineage-persistent RDBMS includes an industry-agnostic layer in a Layer 1 (L1) of the n-layer architecture, wherein the multitenant EID lineage-persistent RDBMS includes an industry-focused layer in a Layer 2 (L2) container of the n-layer architecture, wherein the multitenant EID lineage-persistent RDBMS includes a tenant layer in a Layer (L3) container of the n-layer architecture, wherein the L3 container inherits all data items from the L2 container, and wherein the data item comprises a record stored in an object datastore of the multitenant EID lineage-persistent RDBMS, the object datastore including records that have been matched to real-world entities; merging, by a data point merging subengine in response to the matching, the data point with the data item to create a merged data item associated with the L3 container, wherein the data point is merged with the record in the object datastore while retaining a primary EID of the record as a primary EID of the merged data item and retaining the data point EID as a legacy EID in a legacy EID datastore associated with the multitenant EID lineage-persistent RDBMS; changing, by a data item update engine, the merged data item, triggering survivorship and lineage EID promotion rules. ### Claim 2 (depends on 1) The system of claim 1, comprising a new dataset onboarding engine that receives a new dataset including the data item. ### Claim 3 (depends on 1) The system of claim 1, wherein the data point onboarding subengine receives a new dataset including the data point. ### Claim 4 (depends on 1) The system of claim 1, comprising an object registration engine that registers the data item in association with a source of the data item. ### Claim 5 (depends on 1) The system of claim 1, wherein the data point registration subengine registers the data point in association with a source of the data item. ### Claim 6 (depends on 1) The system of claim 1, wherein the data item EID references a real-world entity. ### Claim 7 (depends on 1) The system of claim 1, wherein the data point is a first data point and the data item is a second data point, and wherein the data point matching subengine matches the first data point with the second data point. ### Claim 8 (depends on 1) The system of claim 1, wherein the data point is a first data point, the data item is a second data point, and the merged data item is a merged data point, wherein the data point merging subengine merges the first data point with the second data point to create the merged data point, and wherein the data point EID is retained as a legacy EID of a first data point portion of the merged data point. ### Claim 9 (depends on 1) The system of claim 1, wherein when the data point is merged with the data item, the data item EID is promoted to a primary EID of the merged data item. ### Claim 10 (depends on 1) The system of claim 1, wherein when the data point is merged with the data item, the data point EID is retained as a legacy EID of a data point portion of the merged data item. ### Claim 11 A method comprising: assigning a data item entity identifier (EID) to a data item; onboarding a data point; assigning a data point EID to the data point; matching the data point with the data item in a multitenant EID lineage-persistent relational database management system (RDBMS), wherein the multitenant EID lineage-persistent RDBMS retains EIDs for each piece of data, even if the data is merged or assigned a new EID, wherein the multitenant EID lineage-persistent RDBMS has a n-layer architecture, wherein the multitenant EID lineage-persistent RDBMS includes an industry-agnostic layer in a Layer 1 (L1) of the n-layer architecture, wherein the multitenant EID lineage-persistent RDBMS includes an industry-focused layer in a Layer 2 (L2) container of the n-layer architecture, wherein the multitenant EID lineage-persistent RDBMS includes a tenant layer in a Layer (L3) container of the n-layer architecture, wherein the L3 container inherits all data items from the L2 container, and wherein the data item comprises a record stored in an object datastore of the multitenant EID lineage-persistent RDBMS, the object datastore including records that have been matched to real-world entities; merging, in response to the matching, the data point with the data item to create a merged data item associated with the L3 container, wherein the data point is merged with the record in the object datastore while retaining a primary EID of the record as a primary EID of the merged data item and retaining the data point EID as a legacy EID in a legacy EID datastore associated with the multitenant EID lineage-persistent RDBMS; changing the merged data item, triggering survivorship and lineage EID promotion rules. ### Claim 12 (depends on 11) The method of claim 11, comprising receiving a new dataset including the data item. ### Claim 13 (depends on 11) The method of claim 11, comprising receiving a new dataset including the data point. ### Claim 14 (depends on 11) The method of claim 11, comprising registering the data item in association with a source of the data item. ### Claim 15 (depends on 11) The method of claim 11, comprising registering the data point in association with a source of the data item. ### Claim 16 (depends on 11) The method of claim 11, wherein the data item EID references a real-world entity. ### Claim 17 (depends on 11) The method of claim 11, wherein the data point is a first data point and the data item is a second data point, comprising matching the first data point with the second data point. ### Claim 18 (depends on 11) The method of claim 11, wherein the data point is a first data point, the data item is a second data point, and the merged data item is a merged data point, comprising merging the first data point with the second data point to create the merged data point, and retaining the data point EID as a legacy EID of a first data point portion of the merged data point. ### Claim 19 (depends on 11) The method of claim 11, comprising promoting the data item EID to a primary EID of the merged data item when the data point is merged with the data item. ### Claim 20 (depends on 11) The method of claim 11, comprising retaining the data point EID as a legacy EID of a data point portion of the merged data item when the data point is merged with the data item.