IP Library Granted Patent US 10,055,545
Granted Patent B2
US 10,055,545 · App. 14/328,047 · Granted Aug 21, 2018

System and method for master data management

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Quick Facts
Patent No.
US 10,055,545
App. No.
14/328,047
Granted
Aug 21, 2018
Kind
B2
Abstract

Some implementations may provide a computer-assisted method for master data management, the method including: receiving configuration information defining a model of entities, each entity encoding attributes of a prescriber of one or more healthcare products; receiving specification information defining mapping logic, searching logic, and matching logic, and merging logic for processing base entities and related entities of the model; receiving data from more than one source customer databases, the customer database including data encoding prescribers of healthcare products and being maintained by more than one organizations; translating the received data into staging data according to the mapping logic in the received specification information; generating master data by processing the staging data according to the searching logic, matching logic, and merging logic in the received specification information; and synchronizing at least a portion of the master data to at least one of the source customer databases.

Claims (62)

1. A computer-assisted method for master data management, the method comprising:

receiving configuration information encoding a model that defines base entities and related entities, each base entity representing a prescriber of one or more healthcare products, each related entity encoded to include attributes of a base entity;

receiving specification information defining mapping logic, searching logic, matching logic, and merging logic for processing base entities and related entities of the model;

receiving data from more than one source customer databases, the source customer databases including data encoding prescribers of healthcare products and being maintained by more than one organizations;

translating the received data into staging data according to the mapping logic in the received specification information by incorporating the received mapping logic into an extraction, transformation, and loading (ETL) layer between the more than one source customer databases and the staging data such that database data from the more than one source customer databases are automatically transferred via a secure file transfer process after having been converted to staging data in a manner that maps at least one related entity via a many to one mapping to related base entities;

based on the received configuration information and the received specification information, generating a master data schema that specifies the base entities as well as mapping and merging logic to relate the base entities by virtue of the related entities;

generating master data by processing the staging data according to the searching logic, matching logic, and merging logic in the received specification information such that base entities under the master data schema are matched according to the matching logic and the matched base entities are subsequently merged according to the merging logic; and

publishing the master data schema to cause at least a portion of the master data to be synchronized through the ETL layer at the source customer databases such that when data in a first source customer database is updated, a second source customer database, different from the first source customer database, is automatically synchronized in accordance with the master data schema, wherein both the first and the second source customer databases encode information from entities that have been mapped under the many-to-one mapping.

2. The method of claim 1 , wherein processing the staging data comprises:

based on the searching logic and matching logic in the received specification information, identifying staging data that encodes a particular prescriber.

3. The method of claim 2 , wherein identifying staging data that encodes the prescriber further comprises:

generating a matching score for the identified staging data based on the matching logic.

4. The method of claim 3 , wherein generating a matching score further comprises:

weighing and combining contributions of matching attributes of the prescriber as encoded by the identified staging data.

5. The method of claim 3 , wherein identifying staging data encoding the prescriber, further comprises:

identifying multiple instances of staging data corresponding to the particular prescriber.

6. The method of claim 5 , further comprising:

ranking the identified instances of staging data according to the corresponding matching scores.

7. The method of claim 5 , further comprising:

identifying duplicate instances of staging data encoding the same prescriber.

8. The method of claim 5 , further comprising:

identifying less updated instances encoding the same prescriber; and

pruning the identified less updated instances.

9. The method of claim 5 , wherein processing the staging data further comprises:

flagging the identified instances of staging data to an operator.

10. method of claim 9 , further comprising:

receiving operator feedback to prune an identified instance.

11. The method of claim 9 , further comprising:

receiving operator feedback that chooses an identified instance as a unique instance encoding the particular prescriber.

12. The method of claim 1 , wherein publishing to cause at least a portion of the master data to be synchronized includes publishing to cause at least a portion of the master data to be synchronized to a source customer database for which the generated master data includes data encoding a prescriber that is inconsistent with data in the source customer database that encodes the same prescriber.

13. The method of claim 1 , wherein translating the data into staging data comprises:

converting data encoding a prescriber of healthcare products from one entity in a customer database to another entity under the received data model.

14. The method of claim 1 , further comprising:

receiving configuration information in an extendable mark-up language.

15. The method of claim 1 , wherein receiving data comprises: receiving data from a customer relationship management (CRM) database.

16. The method of claim 1 , wherein receiving data comprises: receiving data from an enterprise relationship management (ERM) database.

17. A computer system comprising a processor and at least one memory, the processor is configured to perform the operations of:

receiving configuration information encoding a model that defines base entities and related entities, each base entity representing a prescriber of one or more healthcare products, each related entity encoded to include attributes of a base entity;

receiving configuration information encoding a model that defines base entities and related entities, each base entity representing a prescriber of one or more healthcare products, each related entity encoded to include attributes of a base entity;

receiving specification information defining mapping logic, searching logic, matching logic, and merging logic for processing base entities and related entities of the model;

receiving data from more than one source customer databases, the source customer databases including data encoding prescribers of healthcare products and being maintained by more than one organizations;

translating the received data into staging data according to the mapping logic in the received specification information by incorporating the received mapping logic into an extraction, transformation, and loading (ETL) layer between the more than one source customer databases and the staging data such that database data from the more than one source customer databases are automatically transferred via a secure file transfer process after having been converted to staging data in a manner that maps at least one related entity via a many to one mapping to related base entities;

based on the received configuration information and the received specification information, generating a master data schema that specifies the base entities as well as mapping and merging logic to relate the base entities by virtue of the related entities;

generating master data by processing the staging data according to the searching logic, matching logic, and merging logic in the received specification information such that base entities under the master data schema are matched according to the matching logic and the matched base entities are subsequently merged according to the merging logic; and

publishing the master data schema to cause at least a portion of the master data to be synchronized through the ETL layer at the source customer databases such that when data in a first source customer database is updated, a second source customer database, different from the first source customer database, is automatically synchronized in accordance with the master data schema, wherein both the first and the second source customer databases encode information from entities that have been mapped under the many-to-one mapping.

18. The computer system of claim 17 , wherein processing the staging data comprises:

based on the searching logic and matching logic in the received specification information, identifying staging data encoding a prescriber.

19. The computer system of claim 17 , wherein publishing to cause at least a portion of the master data to be synchronized includes publishing to cause at least a portion of the master data to be synchronized to a customer database for which the generated master data includes data encoding a prescriber that is inconsistent with data in the customer database that encodes the same prescriber.

20. The computer system of claim 17 , wherein translating the data into staging data comprises: incorporating the received mapping logic into an extraction, transformation, and loading (ETL) layer between the more than one customer database and the staging data.

21. The computer system of claim 17 , wherein translating the data into staging data comprises: converting data encoding a prescriber of healthcare products from one entity in a customer database to another entity under the received data model.

22. The computer system of claim 17 , further comprising:

receiving configuration information in an extendable mark-up language.

23. The computer system of claim 17 , wherein receiving data comprises: receiving data from a customer relationship management (CRM) database.

24. The computer system of claim 17 , wherein receiving data comprises: receiving data from an enterprise relationship management (ERM) database.

25. A non-transitory computer-readable medium comprising software instructions that, when executed by a processor of a computer, cause the processor to perform the operations of:

receiving configuration information encoding a model that defines base entities and related entities, each base entity representing a prescriber of one or more healthcare products, each related entity encoded to include attributes of a base entity;

receiving specification information defining mapping logic, searching logic, matching logic, and merging logic for processing base entities and related entities of the model;

receiving data from more than one source customer databases, the source customer databases including data encoding prescribers of healthcare products and being maintained by more than one organizations;

translating the received data into staging data according to the mapping logic in the received specification information by incorporating the received mapping logic into an extraction, transformation, and loading (ETL) layer between the more than one source customer databases and the staging data such that database data from the more than one source customer databases are automatically transferred via a secure file transfer process after having been converted to staging data in a manner that maps at least one related entity via a many to one mapping to related base entities;

based on the received configuration information and the received specification information, generating a master data schema that specifies the base entities as well as mapping and merging logic to relate the base entities by virtue of the related entities;

generating master data by processing the staging data according to the searching logic, matching logic, and merging logic in the received specification information such that base entities under the master data schema are matched according to the matching logic and the matched base entities are subsequently merged according to the merging logic; and

publishing the master data schema to cause at least a portion of the master data to be synchronized through the ETL layer at the source customer databases such that when data in a first source customer database is updated, a second source customer database, different from the first source customer database, is automatically synchronized in accordance with the master data schema, wherein both the first and the second source customer databases encode information from entities that have been mapped under the many-to-one mapping.

Assignments (11)
SECURITY INTEREST Recorded Mar 12, 2026
From: IMS SOFTWARE SERVICES LTD.; IQVIA INC.; IQVIA RDS INC.; RULES-BASED MEDICINE, INC.
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 075047/0061 →
CORRECTIVE ASSIGNMENT TO CORRECT THE CONVEYING PARTIES INADVERTENTLY NOT INCLUDED IN FILING PREVIOUSLY RECORDED AT REEL: 065709 FRAME: 618. ASSIGNOR(S) HEREBY CONFIRMS THE SECURITY AGREEMENT. Recorded Dec 6, 2023
From: IQVIA INC.; IQVIA RDS INC.; IMS SOFTWARE SERVICES LTD.; Q SQUARED SOLUTIONS HOLDINGS LLC
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 065790/0781 →
SECURITY INTEREST Recorded Nov 29, 2023
From: IQVIA INC.; IQVIA RDS INC.; IMS SOFTWARE SERVICES LTD.; Q SQUARED SOLUTIONS HOLDINGS LLC
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 065710/0253 →
SECURITY INTEREST Recorded Nov 29, 2023
From: IQVIA INC.
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 065709/0618 →
SECURITY INTEREST Recorded May 24, 2023
From: IQVIA INC.; IQVIA RDS INC.; IMS SOFTWARE SERVICES LTD.; Q SQUARED SOLUTIONS HOLDINGS LLC
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 063745/0279 →
CHANGE OF NAME Recorded Oct 9, 2018
From: QUINTILES IMS INCORPORATED
To: IQVIA INC.
Reel/Frame 047207/0276 →
MERGER AND CHANGE OF NAME Recorded Jan 22, 2018
From: IMS HEALTH INCORPORATED; QUINTILES TRANSNATIONAL CORP.
To: QUINTILES IMS INCORPORATED
Reel/Frame 045102/0549 →
MERGER AND CHANGE OF NAME Recorded Feb 23, 2017
From: IMS HEALTH INCORPORATED; QUINTILES TRANSNATIONAL CORP.
To: QUINTILES IMS INCORPORATED
Reel/Frame 041791/0233 →
MERGER AND CHANGE OF NAME Recorded Jan 5, 2017
From: IMS HEALTH INCORPORATED; QUINTILES TRANSNATIONAL CORP.
To: QUINTILES IMS INCORPORATED
Reel/Frame 041260/0474 →
SUPPLEMENTAL SECURITY AGREEMENT Recorded Jan 14, 2016
From: IMS HEALTH INCORPORATED
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 037515/0780 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 10, 2014
From: NIMMAGADDA, PRASHANTH; MEYLES, STEPHEN; SLAGER, DEREK; VANCE, DREW
To: IMS HEALTH INCORPORATED
Reel/Frame 033287/0986 →