# US 2025/0147747 A1 · Machine learning apparatus for data lineage transformation

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- Number: US 2025/0147747 A1
- Document ID: US20250147747A1
- Status: Published application
- Kind: A1
- Application number: 18/387,710
- Filed: 2023-11-07
- Published: 2025-05-08
- Earliest claimed: 2023-11-07
- Assignees: Bank of America Corporation
- Applicants: Bank of America Corporation
- Inventors: Colm Fitzmaurice
- Web page: https://patentgrep.com/patent/US20250147747A1

## CPC

- G06F 8/65: Updates (security arrangements therefor G06F21/57)
- G06F 16/2468: {Fuzzy queries}
- G06F 16/219: {Managing data history or versioning (querying versioned data G06F16/2474; querying temporal data G06F16/2477)}
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

A machine learning (“ML”) apparatus for self-service search and transformation of data lineage information is provided. The apparatus may include machine readable memory configured to store technical data element identifiers (“TDEIs”) and a computer configured to receive a query for data lineage information corresponding to a first TDEI. The apparatus may include a processor configured to identify a level of commonality between the first TDEI and a second TDEI and determine whether the first TDEI and the second TDEI share a threshold level of commonality. Following a determination that the first TDEI and the second TDEI share a threshold level of commonality, the processor may identify any mismatches between the first TDEI and the second TDEI and determine whether a threshold number of mismatches exists between the first TDEI and the second TDEI. The processor may then transform the data lineage using ML.

## Claims

### Claim 1

Apparatus for leveraging machine learning (“ML”) to selectively update stored code with updated code, the apparatus comprising:
machine readable memory configured to store a plurality of technical data element identifiers (“TDEIs”);
a computer configured to receive a query for data lineage information corresponding to a first TDEI associated with a first data lineage source;
a processor configured to leverage ML to:
identify a level of commonality between the first TDEI and a second TDEI, wherein the level of commonality is greater than both a threshold length percentage and a threshold alpha-numerical matching percentage;
identify data lineage information for the second TDEI corresponding to a second data lineage source;
determine whether the first TDEI and the second TDEI share a threshold level of commonality, wherein the threshold level of commonality is greater than a threshold number of alpha-numerical matches associated with both the first TDEI and the second TDEI;
following a determination that the first TDEI and the second TDEI share a level of commonality that is greater than the threshold level of commonality, identify one or more mismatches between the first TDEI and the second TDEI, a mismatch being a difference in an alpha-numerical symbol in both the first TDEI and the second TDEI; and
determine whether a threshold number of mismatches exists between the first TDEI and the second TDEI; and
an electronic switch configured to:
in response to a determination that a threshold number of mismatches does not exist between the first TDEI and the second TDEI, running a script to access a plurality of data files and to overwrite data lineage information in the data files, and generating a display on a graphical user interface (“GUI”) to prompt a user to overwrite the first TDEI with the second TDEI in a storage location containing the first TDEI, wherein the overwriting accelerates the running of the script and reduces a bandwidth of the computer;
in response to a determination that a threshold number of mismatches exists between the first TDEI and the second TDEI, maintain the second TDEI in the storage location containing the first TDEI; and
in response to a failure of the electronic switch to output a determination regarding a threshold number of mismatches existing between the first TDEI and the second TDEI, taking remedial action by generating a display on the GUI to prompt the user to input a new search query.

### Claim 2 (depends on 1)

The apparatus of claim 1 wherein:
the plurality of TDEIs comprises a Key Data Element identifier (“KDEI”); and
the KDEI unlocks an electronic security barrier.

### Claim 3 (depends on 1)

The apparatus of claim 1 wherein the data lineage information comprises historical data lineage information.

### Claim 4 (depends on 1)

The apparatus of claim 1 wherein the threshold number of mismatches is one mismatch.

### Claim 5 (depends on 1)

The apparatus of claim 1 wherein the threshold number of mismatches is two or more mismatches.

### Claim 6 (depends on 1)

The apparatus of claim 1 wherein a location for saving the plurality of TDEIs comprises at least one of a server, database, schema, table/view, and column.

### Claim 7 (depends on 1)

The apparatus of claim 1 wherein the query spawns a child query.

### Claim 8 (depends on 1)

The apparatus of claim 1 wherein the processor:
is configured to generate a pointer;
generates a pointer; and
uses the pointer to associate the first TDEI with a system of record (“SOR”).

### Claim 9 (depends on 1)

The apparatus of claim 1 wherein the computer is configured to receive:
the plurality of TDEIs; and
a criterion required to access one or more of a plurality of technical data elements (“TDEs”) associated with the plurality of TDEIs.

### Claim 10 (depends on 1)

The apparatus of claim 1 wherein the computer is configured to receive:
a data element management identifier corresponding to an entity that manages the second TDEI; and
an election to receive a notification for a transformation of data lineage information associated with the second TDEI.

### Claim 11

An article of manufacture comprising a non-transitory computer usable medium having computer readable program code embodied therein, the code when executed by a processor leveraging machine learning (“ML”) causes a computer to perform data lineage analysis within a self-service search portal, the computer readable program code in said article of manufacture comprising:
computer readable program code for causing the computer to store a plurality of technical data element identifiers (“TDEIs”);
computer readable program code for causing the computer to receive a query for data lineage information corresponding to a first TDEI associated with a first data lineage source;
computer readable program code for causing the computer to leverage ML to identify a level of commonality between the first TDEI and a second TDEI, wherein the level of commonality is greater than both a threshold length percentage and a threshold alpha-numerical matching percentage;
computer readable program code for causing the computer to identify data lineage information for the second TDEI corresponding to a second data lineage source;
computer readable program code for causing the computer to determine whether the first TDEI and the second TDEI share a threshold level of commonality, wherein the threshold level of commonality is greater than a threshold number of alpha-numerical matches associated with both the first TDEI and the second TDEI;
computer readable program code for causing the computer to, following a determination that the first TDEI and the second TDEI share a threshold level of commonality, identify any mismatches between the first TDEI and the second TDEI, a mismatch being a difference in an alpha-numerical symbol in both the first TDEI and the second TDEI, and determine whether a threshold number of mismatches exists between the first TDEI and the second TDEI; and
computer readable program code for causing the computer to configure an electronic switch to:
in response to a determination that a threshold number of mismatches does not exist between the first TDEI and the second TDEI, running a script to access a plurality of data files and to overwrite data lineage information in the data files, and generating a display on a graphical user interface (“GUI”) to prompt a user to overwrite the first TDEI with the second TDEI in a storage location containing the first TDEI, wherein the overwriting accelerates the running of the script and reduces a bandwidth of the computer;
in response to a determination that a threshold number of mismatches exists between the first TDEI and the second TDEI, maintain the second TDEI in the storage location containing the first TDEI; and
in response to a failure of the electronic switch to output a determination regarding a threshold number of mismatches existing between the first TDEI and the second TDEI, taking remedial action by generating a display on the GUI to prompt the user to input a new search query.

### Claim 12 (depends on 11)

The article of manufacture of claim 11 wherein:
the plurality of TDEIs comprises a Key Data Element identifier (“KDEI”); and
the KDEI unlocks an electronic security barrier.

### Claim 13 (depends on 11)

The article of manufacture of claim 11 wherein the data lineage information comprises historical data lineage information.

### Claim 14 (depends on 11)

The article of manufacture of claim 11 wherein the threshold number of mismatches is one mismatch.

### Claim 15 (depends on 11)

The article of manufacture of claim 11 wherein the threshold number of mismatches is two or more mismatches.

### Claim 16 (depends on 11)

The article of manufacture of claim 11 wherein a location for saving the plurality of TDEIs comprises at least one of a server, database, schema, table/view, and column.

### Claim 17 (depends on 11)

The article of manufacture of claim 11 wherein the query spawns a child query.

### Claim 18 (depends on 11)

The article of manufacture of claim 11 wherein the processor:
is configured to generate a pointer;
generates a pointer; and
uses the pointer to associate the first TDEI with a system of record (“SOR”).

### Claim 19 (depends on 11)

The article of manufacture of claim 11 wherein the computer is configured to receive:
the plurality of TDEIs; and
a criterion required to access one or more of a plurality of technical data elements (“TDEs”) associated with the plurality of TDEIs.

### Claim 20 (depends on 11)

The article of manufacture of claim 11 wherein the computer is configured to receive:
a data element management identifier corresponding to an entity that manages the second TDEI; and
an election to receive a notification for a transformation of data lineage information associated with the second TDEI.
