Assigning and Managing Stewardship Tasks

  • UMPI

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. On the Stewardship Task Queue page, select a task.
  2. From the Assign Selected menu, select the data steward.

Assigning bulk tasks

  1. On the Stewardship Task Queue page, click Bulk Assignment.
  2. Select the responsible data steward and assign the assignment parameters.
  3. When finished, click Assign Tasks.

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 — The Universal MPI 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 the Universal MPI 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 – The Universal MPI 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 the Universal MPI UI 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.
Data stewardship tasks in categories Potential Match – Same Source and Potential Match – Cross Source involve 2 or more distinct identities (each with its own Link ID) which might actually be the same person.

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 Universal MPI 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 MatchSame 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 Universal MPI instance is configured to prevent automatic matches within records from the same source (either all sources, or just specific sources).
  • Result – The Universal MPI 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

A task involves at least 2 distinct Link IDs; however, sometimes after a data stewardship task is created, a subsequent update, record deletion, or merge/unmerge action can change the grouping of source records so that all of the source records from a task are linked to a single Link ID.

The result is that the data stewardship task still exists in Universal MPI, but it is obsolete because the different identities are already linked together. These tasks are considered stale, i.e. the data steward can  ignore them. 

Universal MPI includes a cleanup process that continuously looks for opportunities to close stale tasks and reduce the number of tasks a data steward needs to review.

This cleanup process is triggered when source records are added, updated, deleted, merged, and unmerged. If the cleanup process finds a task that is deemed to be stale, the task is moved to status=CLOSED, with the task resolution reason set to AUTOMATIC. 

This action is taken only for tasks that are not currently assigned to a user. Tasks already assigned to a user will not be not changed.

Configuring data stewardship parameters

Creating data stewardship tasks, the Manual Review threshold, and the Automatic Link threshold are all configurable settings for each Universal MPI 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.
Note
You can discuss with your Verato implementation team what behavior you would like to configure for your instance.