May 2025

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Patient Journey

Override Rules now allow for specific clusters to be used for overriding match decisions through customizable filters based on any cluster attribute
Support for specifying cardinality on values used in Householding, enabling more accurate grouping by allowing multiple cluster values to be considered (from the most recent “n” to all available values).
The system now allows for the definition of value priorities within each source, enabling more accurate household compositions by prioritizing the most relevant demographic attributes.

Fixed an issue where two records from the same source could be linked even when the configuration was set to disallow same source auto-linking. The mergeIdentities and linkIdentities APIs have been enhanced to blocks these links based on "Prevented Match – Same Source" configuration.
Fixed an issue where spaces in Alternate or External Identifiers impacted search accuracy.
Fixed an issue where duplicate household assignment notifications were sent even when the household ID didn’t change.
Fixed an issue where some task types weren’t respecting the uppercase source normalization setting.

The system now supports configurable enhanced overlay processing. When this feature is enabled and an overlay is applied, the system marks existing cluster values from the original S+N as inactive—effectively removing them from future matching. The record is also re-augmented and matched again against all identities across the customer stack.
SFTP uploads now supported up to 5 GB file size per file upload.

Enrich has been updated with the Q1 2025 data set, which includes 360+ million identities.
As Verato continues its progression toward becoming a comprehensive MDM platform—expanding beyond the management of patient records — related details have been updated accordingly. In the 2.2 Enrich Data segments, fill rate has been added alongside number of identities, providing deeper insight into the data being offered.
Validated PII increased by more than 7% and is now at 266MM. This increase brings our Validated PII to within 98% of the reported adults in the US. Validated PII is identified in our tables where NationalConsumerDatabase = 1.