Skip to main content

Last Updated on December 20, 2023

Prevent duplicate customer records and keep your database clean!

The OptInsight e-consent & preference management solution contains a unique “Match & Merge” algorithm. This feature can automatically detect duplicate customer records based on input parameters such as First Name, Last Name, Specialty, etc. When duplicate records are detected, the system will propose a “merge” to the most complete customer record (e.g. the record with a OneKey ID), vastly improving data quality.

All HCP data fed into the OptInsight client tenant for which the personal data records are incomplete can be processed by the Match & Merge functionality.

OneKey database

When the IQVIA OneKey database, often used to fill the privacy data ledger, is incomplete, unknown HCPs can be added to the privacy ledger. In this way, the database is enriched with missing doctors’ data.

The M&M functionality executes an automatic matching process via an algorithm (based on Initials, Last name, Postal Code, Email and Professional Registration number) and in case of a failure in automatic matching, it facilitates the manual matching by making suggestions for matching.

HCP data collected, which cannot be matched, is recovered, because it is stored in Match & Merge until further actions are taken.

Fact sheet data quality

One of our clients had a real issue with scattered HCP data and incomplete HCP records stored in several applications. We were able to clean up and combine these databases and this action reduced the number of records from 100.000 to 65.000 in a short period of time. This was an improvement in undoubled record of 35%. With all HCP records ending up in one database, we provided a single source of truth.

For additional results have a look at our factsheet.

What can OptInsight do for you?

The OptInsight consent and preference management solution allows pharmaceutical companies to manage the collection, storage and use of personal data in a compliant and secure manner. It provides a centralized platform for managing consent records, including the mandatory audit trail. The built in Match & Merge data quality algorithm facilitates matching of HCP data from different sources. As a result of this functionality, the OptInsight solution functions as a single source of truth, preventing scattered personal and consent data throughout your company. It also shows the latest consent status and preferences, which allows you to engage with HCPs based on the right data. The OptInsight platform can be customized to meet the specific needs of each company and country.

Schedule a meeting with us.

Tip: involve your colleagues from other departments within your company.
In this way we can instantly answer questions and provide clarity from various points of view.


Marketing & Product Director

Leave a Reply