The Role of Referential Matching in Master Data Management

  • April 25, 2018
  • 2:00 PM – 3:00 PM ET
  • Online

Health insurance providers increasingly struggle with master data management (MDM) for member/person data. As strategic initiatives require more clinical, socio-economic and behavioral health data, “head-to-head” comparison fails and matching becomes exponentially more difficult.

This webinar will explore real-world case studies of how old matching approaches have failed, and why a new approach is needed. Specifically:

  • What are the fail points of probabilistic matching?
  • How will this harm business outcomes?
  • And what can be done to improve both?

Attendees will learn:

  • How probabilistic matching approaches are failing
  • How these failures are harming payer performance
  • The ins and outs of referential matching
  • A case study for health insurance providers on using referential matching for HEDIS improvement


Jon Case, Senior Solutions Architect, Verato

Jon joined Verato from IBM, bringing 10 years of experience working with Initiate Systems identity matching and MDM technology, and 20 years of experience in the technology industry. His experience in Information Management and Master Data Management has spanned roles in implementation services, pre-sales support, solution architecture, and product management. He has consulted and delivered solutions for clients across many industries, with particular focus on healthcare, insurance, and financial services—from Fortune 500 companies to community hospitals.

Brandon Cosley, Biostatistical Research Scientist, BlueCross BlueShield of TN

Brandon Cosley is a biostatistical research scientist on the predictive analytics team at BlueCross BlueShield of TN. He received his PhD in quantitative psychology in 2011. Brandon’s work focuses on developing machine learning and predictive analytics that address a variety of outcomes including behavior change, clinical identification, and automation. He applies a variety of data science tools including natural language processing, advanced machine learning, and software development. His work has been published in peer-reviewed publications, professional publications, and in popular media.

Nathan Funk, SVP of Optum Advisory Services

Nathan is a Senior Vice President with Optum Advisory Services and has 20 years of data management experience. Prior to joining the team at Optum, Nathan worked for 7 years as the Chief Architect of Community and State, or Medicaid, at UnitedHealth Group. During this time, he was responsible for Medicaid’s Architecture, Medical Quality, business analyses and meaningful innovations across the C&S landscape.