Matching, Deduplication, and Master Data Management in the Cloud

Golden Record is a cloud-based service that ingests sets of data that aren’t explicitly related and, using a variety of advanced matching techniques, finds the relationships between them. For example, Golden Record can link people together across the various lists and databases, giving you an integrated view of your customer base. 

However, Golden Record can work with far more than just data about people. In fact, it can match any kind of data you might need: people, products, locations, facilities… The list is literally endless.

And, using Golden Record’s optional master data management features, your linkages can be tracked and managed over time.

Two Levels of Service

Sometimes you just have a quick need to match some data sets and be on your way. Other times, though, you need to match your data set and keep track of the matches as your data shifts over time. For example, if a person in two databases is matched because she has the same email address in both databases, she should remain matched, even if her email address changes in one of those databases.

Golden Record handles both of these needs:

  • One off deduplication and matching: Golden Record generates a deduplicated, integrated list for a one-time charge.
  • Ongoing master data management: Golden Record constantly receives updates and new data, making the integrated results available when needed via a real time interface or batch downloads.

Sample Applications

Like most organizations, you likely have important information about your customers and contacts spread across a variety of databases, files, and spreadsheets. Golden Record can integrate all this information, telling you each data store that contains information about a customer and allowing you to query the ‘best’ versions when data overlaps. And, with its persistence feature, Golden Record can track these customers even when their data changes. So, Golden Record can tell you that the Michael Jones in your databases who recently married Barbara Smith, is now Michael Smith-Jones.

Complying with the growing list of personal data privacy regulations is critical to success today. However, it is virtually impossible to account for or remove personal information (i.e. the right to be forgotten) if you don’t know all the places where that data is stored. With a simple query, Golden Record can tell your compliance personnel every database and file in which a person’s data is stored, and where it is not.

Many healthcare data analysis systems need to tie together and track anonymous data from multiple sources. Golden record allows multiple organizations to work together to share, match, and analyze critical patient data while keeping that data anonymous.

When two organizations merge, IT and business managers are left to integrate their systems and operations. To achieve the desired business benefits of the merger, it is critical to know which customers, products, and suppliers the two organizations have in common. Golden Record can track down these relationships and report on them via a website or directly to your systems through an API.

When operating a multi-location business, it is important for purchasing and quality control to know which vendors service each location. Golden Record can scan and integrate your data from these locations, providing a centralized view of your vendors and the products they provide.

How do you know if one candidate has applied for a position with your organization multiple times? Golden Record can constantly scan your applicant lists and tell you when this happens. It can even do this across multiple applicant tracking systems.

Features

Golden Record allows organizations to determine which records appear in multiple databases, files, and spreadsheets and then keeps track of these relationships even if the data in those sources changes over time.

  • Matching

    Organizations frequently need access to data integrated from multiple sources, both  internal and external. These are frequently unintegrated – they don’t use common keys. Thus, for example, the customers and products in system one can’t be tied to those in another nor to lists purchased from outside vendors. GR links these data elements, providing the ability to view your organization as though it were actually run on a single, integrated system.

  • Deduplication

    Internally created data that is not tightly monitored can contain multiple versions of what should be one record. For example, the same customer might be entered into a CRM system multiple times, each with a different customer ID number. Golden record can recognize these duplications, match the records together, and assign them all to a single, common key.

  • Persistence

    It’s possible that multiple records match but that some of the criteria used to match them changes over time. The records still represent the same entity but rematching them would no longer show that they are, indeed, the same entity.  For example, two customer records might be matched together because they share the same names and email addresses. Then, the email address on one of the source customer records might change.  Golden Record will ‘remember’ that these two customers still actually represent the same, single customer – the match won’t be lost as a result of that email change.

  • Unlimited number of sources

    There is no limit on the number of sources against which data can be matched. Users can submit data from as many sources as they like.

  • API and browser UI

    GR can be accessed via an easy to use web browser user interface. More technical users can connect GR to their internal systems with our API.

  • User defined matching rules

    Different organizations will have different definitions for what constitutes a ‘match’ between data sources. GR allows each organization to define a different matching formula for each source. Thus, perhaps a record from one source can be considered ‘matched’ if it has the same first name, last name, and email address as a record from another source. At the same time, perhaps a record from a third source can be considered ‘matched’ if it contains the same customer ID as a record from some other source. GR allows you to define the rules that make sense for your particular needs.

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