IP Library › Granted Patent US 11,487,725
Granted Patent B2
US 11,487,725 · App. 17/081,929 · Granted Nov 1, 2022

Data enrichment and matching

Inventors: Swaroop Kolli (San Jose, CA); Suresh Kumar Batchu (Campbell, CA); Manoj Kumar (San Jose, CA)
Assignee: Pronto Technology, Inc.
G06F16/215G06F16/221G06F16/24573G06F16/287
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Quick Facts
Patent No.
US 11,487,725
App. No.
17/081,929
Granted
Nov 1, 2022
Kind
B2
Abstract

In an embodiment, a process for data enrichment and matching includes obtaining a first dataset associated with a first user from a first data source, where the first dataset includes records from a structured data source, and obtaining a corresponding second dataset associated with a second user. The process includes enriching at least one of the first dataset and the second dataset. The process includes merging the first dataset and the second dataset including by matching a set of attributes based at least in part on matching corresponding attributes, wherein at least one of the first dataset and the second dataset has been enriched. The process includes outputting the merged data.

Claims (51)

1. A system, comprising:

a communication interface configured to:

obtain a first dataset associated with a first user from a first data source, wherein the first dataset includes records from a structured data source; and

obtain a corresponding second dataset associated with a second user;

a processor coupled to the communication interface and configured to:

enrich at least one of the first dataset and the second dataset;

merge the first dataset and the second dataset to create an intermediate dataset including by matching a set of attributes based at least in part on matching corresponding attributes, wherein at least one of the first dataset and the second dataset has been enriched;

store the intermediate dataset in an unstructured data store;

in response to receiving user input associated with the intermediate dataset, create a merged dataset based at least in part on the intermediate dataset;

store the merged dataset in a structured data store; and

output the merged dataset.

2. The system of claim 1 , wherein the structured data source includes a customer relationship management system.

3. The system of claim 1 , wherein the processor is further configured to:

determine first filtered data associated with the first user and second filtered data associated with the second user, wherein the first filtered data and the second filtered data match filter criteria associated with the first dataset and the corresponding second dataset.

4. The system of claim 3 , wherein at least one of the filter criteria is specified by at least one of the first user and the second user.

5. The system of claim 3 , wherein at least one of the filter criteria is pre-defined based at least in part on a security policy.

6. The system of claim 1 , wherein the obtained first dataset includes fields specified by the first user to be exposed to other users such that only those fields specified by the first user are displayable to other users.

7. The system of claim 6 , wherein the processor is further configured to output the merged dataset including by displaying matching records or common customers that neither the first user nor the second user has.

8. The system of claim 6 , wherein the fields include a subset of columns in the first dataset such that columns not in the subset of columns are not displayed to the other users.

9. The system of claim 1 , wherein enriching at least one of the first dataset and the second dataset includes augmenting at least one of the first dataset and the second dataset with data from another source.

10. The system of claim 1 , wherein enriching at least one of the first dataset and the second dataset includes at least one of: filling in missing information and correcting errors.

11. The system of claim 1 , wherein enriching at least one of the first dataset and the second dataset is performed for at least one row in at least one of the first dataset and the second dataset.

12. The system of claim 1 , wherein enriching at least one of the first dataset and the second dataset is performed for at least one attribute in data of at least one of the first dataset and the second dataset.

13. The system of claim 1 , wherein enriching at least one of the first dataset and the second dataset includes normalizing data.

14. The system of claim 1 , wherein merging the first data set and the second dataset includes:

combining the first data set and the second dataset;

comparing the first data set to the second dataset; and

generating metadata based on the comparison of the first data set to the second dataset.

15. The system of claim 14 , wherein the metadata includes information about at least one of: commonalities and distinctions in the first data set and the second dataset.

16. The system of claim 1 , wherein the processor is further configured to output the merged dataset on a graphical user interface.

17. The system of claim 1 , wherein:

the user input on the intermediate dataset includes selection of a first subset of the intermediate dataset by the first user and selection of a second subset of the intermediate dataset by the second user; and

creating the merged dataset includes combining the selection by the first user and the selection by the second user.

18. A method, comprising:

obtaining a first dataset associated with a first user from a first data source, wherein the first dataset includes records from a structured data source;

obtaining a corresponding second dataset associated with a second user;

enriching at least one of the first dataset and the second dataset;

merging the first dataset and the second dataset to create an intermediate dataset including by matching a set of attributes based at least in part on matching corresponding attributes, wherein at least one of the first dataset and the second dataset has been enriched;

storing the intermediate dataset in an unstructured data store;

in response to receiving user input associated with the intermediate dataset, creating a merged dataset based at least in part on the intermediate dataset;

storing the merged dataset in a structured data store; and

outputting the merged dataset.

19. A computer program product embodied in a non-transitory computer readable medium and comprising computer instructions for:

obtaining a first dataset associated with a first user from a first data source, wherein the first dataset includes records from a structured data source;

obtaining a corresponding second dataset associated with a second user;

enriching at least one of the first dataset and the second dataset;

merging the first dataset and the second dataset to create an intermediate dataset including by matching a set of attributes based at least in part on matching corresponding attributes, wherein at least one of the first dataset and the second dataset has been enriched;

storing the intermediate dataset in an unstructured data store;

in response to receiving user input associated with the intermediate dataset, creating a merged dataset based at least in part on the intermediate dataset;

storing the merged dataset in a structured data store; and

outputting the merged dataset.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 24, 2024
From: PRONTO TECHNOLOGY, INC.
To: ATHEER, INC.
Reel/Frame 067524/0749 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 21, 2020
From: KOLLI, SWAROOP; BATCHU, SURESH KUMAR; KUMAR, MANOJ
To: PRONTO TECHNOLOGY, INC.
Reel/Frame 054712/0898 →
Continuity (2)
Provisional Application 62928936 · Oct 31, 2019
Related Publication 20210133169A1 · May 6, 2021
Cited By (1)
US 12,541,530