Assign, Manage, and Work on Provider Stewardship Tasks

The Stewardship Task Queue displays tasks assigned to the data steward by the data steward as well as unassigned tasks. You can assign tasks individually or in bulk.

Assigning individual tasks

1. At the top of the page, click Stewardship.
2. On the Stewardship Task Queue page, select a task.
3. From the Assign Selected menu, select the data steward.

Assigning bulk tasks

1. At the top of the page, click Stewardship.
2. On the Stewardship Task Queue page, select more than one task, and then click Bulk Assignment.
3. Select the responsible data steward and assign the assignment parameters. 
4. When finished, click Save.

Data Stewardship Task types

The Stewardship Queue includes all tasks belonging to any of the following task categories:

Potential Match – Cross Source

• Description —This category indicates that two identities were compared with a resulting similarity score above the Manual Review threshold but below the Automatic Match threshold.
• Data source —The records of the two identities came from different data sources.
• Result — Provider Data Management does not automatically link the two identities together in a single Link ID – but the identities are a close potential match, so a data steward may want to review the identities in Provider Data Management UI to assess whether they represent the same person.

Potential Match – Same Source

• Description –This category indicates that two identities were compared with a resulting similarity score above the Manual Review threshold but below the Automatic Match threshold.
• Data Source – The records come from the SAME data source.
• Result – Provider Data Management does not automatically link the two identities together in a single Link ID – but the identities are a close potential match, so a data steward may want to review the identities in Provider Data Management to assess whether they represent the same person. A data stewardship task in the category of “Potential Match – Same Source” may contain identities made up of source records from several sources, but it will contain at least two different identities (each with a different Link ID) with source records from the same source.

Match – Same Source

• Description – This category indicates that two identities were compared with a resulting similarity score above the Automatic Match threshold.
• Data Source – The records come from the SAME data source.
• Result –The end result of the comparison is that Provider Data Management automatically links the two identities together in a single Link ID. Because the two identities involve duplication of an identity within the same data source, a data steward will want to be aware of this outcome and determine whether any action needs to be taken in the originating source system.

Prevented Match – Same Source

• Description – This category indicates that two identities were compared with a resulting similarity score above the Automatic Match threshold.
• Data Source – The records come from the SAME data source, but your Provider Data Management instance is configured to prevent automatic matches within records from the same source (either all sources, or just specific sources).
• Result – Provider Data Management prevents the automatic link of the two identities. Because the two identities involve duplication of an identity within the same data source, a data steward will want to be aware of this outcome and determine whether any action needs to be taken in the originating source system.

Automatic Task Cleanup

Once a data stewardship task is created, subsequent updates, deletes, links, or merges may change the grouping of records in a way that renders the task unnecessary. Verato Universal Identity has a cleanup process that identifies and closes any outdated tasks, thus reducing the workload of data stewards by minimizing the number of tasks that require review.

The following conditions under which a data stewardship task is considered outdated and is thus eligible for automatic cleanup:

• Potential Match - Same Source, Potential Match - Cross Source, and Prevented Match - Same Source tasks
  • The task is not in progress and is not assigned to a data steward at this time.
  • The task has only one Link ID.
• Match - Same Source
  • The task is not in progress and is not assigned to a data steward at this time.
  • The task has a single record (Source Name + Native ID) that shares the same source as the trigger record.

Configure Data Stewardship Parameters

Creating data stewardship tasks, the Manual Review threshold, and the Automatic Link threshold are all configurable settings for each Provider Data Management instance.

However, not all categories are captured by default.

• Potential Match categories are created by default.
• Match – Same Source and Prevented Match categories are not created by default.