Getting Started with Provider Identity

Account setup, navigating the user interface, task stewardship, and more.

  • How Provider Match Scores Work

    The match score is determined by Verato’s matching algorithm, which: Evaluates the similarity of each search result against the search input criteria. Assigns a match score (see below) between 0.0 and 1.0 , which indicates the level of similarity betwe...

  • How Data is Standardized in Provider Identity

    Attribute data values are standardized or normalized both to remove invalid values and to ensure consistent format for use in matching algorithm decisions. Provider Identity standardizes incoming data values on both web service requests and batch files....

  • How Provider Data Stewardship Tasks are Evaluated and Categorized

    For each add or update of a source record, Provider Data Management assesses whether or not a data stewardship task should be created. A data stewardship task is a manual review item that can be viewed and acted upon in the Provider Data Management user...

  • Understanding Provider Attributes and Attribute Clusters

    Each source record you provide to Provider Data Management, and each reference identity in the Reference Database, is comprised of multiple demographic data values. These values are known as Attributes. Some attribute values are logically grouped togeth...

  • Using Smart Views for Providers

    Verato Smart Views present a single best view of a user's identity composed using core, extended, and custom attributes. Organizations can create many different Smart Views, each suited to the needs of a specific audience or application. Smart Views all...

  • How Provider Data Management Generates Notification Messages

    Provider Data Management will generate a notification message for one of the following reasons: The Link ID assigned to a specific Source + Native ID has changed A new Source + Native ID is posted for the first time, so it receives an initial Link ID a...

  • Provider Task Types Quick Reference

    Potential Match - Same Source If multiple source records from the same source are posted over time with similar demographic data values that do NOT automatically match and link together via Verato’s matching algorithm, Provider Data Management marks the...