US 11,694,276 B1
Process for automatically matching datasets
Leonardo Gil, Manchester, NH (US); and Peter Cousins, Rye, NH (US)
Assigned to Bottomline Technologies, Inc., Portsmouth, NH (US)
Filed by Bottomline Technologies, Inc., Portsmouth, NH (US)
Filed on Aug. 27, 2021, as Appl. No. 17/459,170.
Int. Cl. G06Q 40/12 (2023.01); G06Q 30/04 (2012.01); G06F 16/2457 (2019.01)
CPC G06Q 40/12 (2013.12) [G06F 16/24578 (2019.01); G06Q 30/04 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A non-transitory computer readable media programmed to:
enrich an entered record submitted to be matched with a dataset record stored on a data storage device by supplementing data in the entered record with customer data from a dataset;
search through a plurality of dataset records in the dataset for the entered record, wherein the search is programmed to first determine if the entered record unambiguously matches one of the dataset records or if the entered record unambiguously does not match the one of the dataset records;
determine if the entered record does not unambiguously match the one of the dataset records;
score match characteristics using a Fellegi-Sunter algorithm;
save the score as a highest score if the score is above the highest score less a threshold;
save a location of the one of the dataset records as a matching record if the score is above a previous highest score;
tune a Fellegi-Sunter algorithm parameter with the data from the entered record and data from the one of the dataset records; and
when the dataset records have been checked, return the matching record.