Systems and methods for updating field-value pairs of record objects using electronic activities

• US 10,503,719 B1
• Filed: 03/31/2019
• Issued: 12/10/2019
• Est. Priority Date: 05/24/2018
• Status: Active Grant

• Current Assignee: People.ai, Inc.
• Original Assignee: People.ai, Inc.
• Inventors: Rice, Devin, Hermanek, Stefan, Hai, Wei, Rogynskyy, Oleg, Joseph, Rajit Kurien
• Primary Examiner(s): Leroux, Etienne P
• Assistant Examiner(s): Samara, Husam Turki
• Application Number:
  US16/371,039
• Publication Number:
  US 20190361864A1
• Time in Patent Office: 254 Days
• CPC Class Codes: G06F 11/3024 where the computing system component is a central processing unit [CPU]
• CPC Class Codes: G06F 11/3452 Performance evaluation by statistical analysis
• CPC Class Codes: G06F 11/3495 for systems
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• CPC Class Codes: G06F 16/1734 Details of monitoring file system events, e.g. by the use of hooks, filter drivers, logs
• CPC Class Codes: G06F 16/178 Techniques for file synchronisation in file systems
• CPC Class Codes: G06F 16/182 Distributed file systems
• CPC Class Codes: G06F 16/212 with details for data modelling support
• CPC Class Codes: G06F 16/215 Improving data quality; Data cleansing, e.g. de-duplication, removing invalid entries or correcting typographical errors
• CPC Class Codes: G06F 16/219 Managing data history or versioning querying versioned data G06F16/2474; querying temporal data G06F16/2477
• CPC Class Codes: G06F 16/22 Indexing; Data structures therefor; Storage structures
• CPC Class Codes: G06F 16/221 Column-oriented storage; Management thereof
• CPC Class Codes: G06F 16/2228 Indexing structures
• CPC Class Codes: G06F 16/2264 Multidimensional index structures
• CPC Class Codes: G06F 16/2272 Management thereof
• CPC Class Codes: G06F 16/23 Updating
• CPC Class Codes: G06F 16/235 Update request formulation
• CPC Class Codes: G06F 16/2358 Change logging, detection, and notification replication G06F16/27
• CPC Class Codes: G06F 16/2365 Ensuring data consistency and integrity
• CPC Class Codes: G06F 16/2379 Updates performed during online database operations; commit processing
• CPC Class Codes: G06F 16/2386 : Bulk updating operations data conversion details G06F16/258
• CPC Class Codes: G06F 16/245 : Query processing
• CPC Class Codes: G06F 16/24558 : Binary matching operations
• CPC Class Codes: G06F 16/24564 : Applying rules; Deductive queries
• CPC Class Codes: G06F 16/2457 : with adaptation to user needs
• CPC Class Codes: G06F 16/24575 : using context
• CPC Class Codes: G06F 16/24578 : using ranking
• CPC Class Codes: G06F 16/2477 : Temporal data queries
• CPC Class Codes: G06F 16/254 : Extract, transform and load [ETL] procedures, e.g. ETL data flows in data warehouses
• CPC Class Codes: G06F 16/256 : in federated or virtual databases
• CPC Class Codes: G06F 16/26 : Visual data mining; Browsing structured data
• CPC Class Codes: G06F 16/27 : Replication, distribution or synchronisation of data between databases or within a distributed database system; Distributed database system architectures therefor
• CPC Class Codes: G06F 16/273 : Asynchronous replication or reconciliation
• CPC Class Codes: G06F 16/28 : Databases characterised by their database models, e.g. relational or object models
• CPC Class Codes: G06F 16/285 : Clustering or classification
• CPC Class Codes: G06F 16/288 : Entity relationship models
• CPC Class Codes: G06F 16/289 : Object oriented databases
• CPC Class Codes: G06F 16/29 : Geographical information databases
• CPC Class Codes: G06F 16/313 : Selection or weighting of terms for indexing
• CPC Class Codes: G06F 16/337 : Profile generation, learning or modification
• CPC Class Codes: G06F 16/355 : Class or cluster creation or modification
• CPC Class Codes: G06F 16/901 : Indexing; Data structures therefor; Storage structures for retrieval from the web G06F16/951
• CPC Class Codes: G06F 16/9024 : Graphs; Linked lists G06F16/9027 takes precedence
• CPC Class Codes: G06F 16/90344 : by using string matching techniques
• CPC Class Codes: G06F 16/9035 : Filtering based on additional data, e.g. user or group profiles
• CPC Class Codes: G06F 16/906 : Clustering; Classification
• CPC Class Codes: G06F 16/93 : Document management systems
• CPC Class Codes: G06F 16/9535 : Search customisation based on user profiles and personalisation
• CPC Class Codes: G06F 21/6218 : to a system of files or objects, e.g. local or distributed file system or database
• CPC Class Codes: G06F 21/6245 : Protecting personal data, e.g. for financial or medical purposes
• CPC Class Codes: G06F 40/20 : Natural language analysis semantic analysis of natural language G06F40/30
• CPC Class Codes: G06F 40/205 : Parsing
• CPC Class Codes: G06F 40/237 : Lexical tools
• CPC Class Codes: G06F 40/295 : Named entity recognition
• CPC Class Codes: G06F 40/30 : Semantic analysis
• CPC Class Codes: G06F 7/14 : Merging, i.e. combining at least two sets of record carriers each arranged in the same ordered sequence to produce a single set having the same ordered sequence
• CPC Class Codes: G06F 9/542 : Event management; Broadcasting; Multicasting; Notifications
• CPC Class Codes: G06N 20/00 : Machine learning
• CPC Class Codes: G06N 3/08 : Learning methods
• CPC Class Codes: G06N 5/022 : Knowledge engineering; Knowledge acquisition
• CPC Class Codes: G06N 5/025 : Extracting rules from data
• CPC Class Codes: G06N 5/04 : Inference or reasoning models
• CPC Class Codes: G06N 7/02 : using fuzzy logic computing arrangements based on biological models G06N3/00; computing arrangements using knowledge-based models G06N5/00
• CPC Class Codes: G06Q 10/04 : Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" market predictions or forecasting for commercial activities G06Q30/0202
• CPC Class Codes: G06Q 10/063114 : Status monitoring or status determination for a person or group
• CPC Class Codes: G06Q 10/06312 : Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling
• CPC Class Codes: G06Q 10/06315 : Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/06393 : Score-carding, benchmarking or key performance indicator [KPI] analysis
• CPC Class Codes: G06Q 10/06398 : Performance of employee with respect to a job function
• CPC Class Codes: G06Q 10/10 : Office automation; Time management
• CPC Class Codes: G06Q 10/107 : Computer-aided management of electronic mailing [e-mailing]
• CPC Class Codes: G06Q 10/109 : Time management, e.g. calendars, reminders, meetings or time accounting
• CPC Class Codes: G06Q 10/1091 : Recording time for administrative or management purposes
• CPC Class Codes: G06Q 10/1095 : Meeting or appointment
• CPC Class Codes: G06Q 30/0201 : Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 50/01 : Social networking
• CPC Class Codes: G06Q 50/22 : Social work or social welfare, e.g. community support activities or counselling services
• CPC Class Codes: G16H 15/00 : ICT specially adapted for medical reports, e.g. generation or transmission thereof
• CPC Class Codes: G16H 50/20 : for computer-aided diagnosis, e.g. based on medical expert systems
• CPC Class Codes: G16H 50/30 : for calculating health indices; for individual health risk assessment
• CPC Class Codes: H04L 12/14 : Charging , metering or billing arrangements for data wireline or wireless communications
• CPC Class Codes: H04L 12/1407 : Policy-and-charging control [PCC] architecture
• CPC Class Codes: H04L 12/1831 : Tracking arrangements for later retrieval, e.g. recording contents, participants activities or behavior, network status
• CPC Class Codes: H04L 2101/00 : Indexing scheme associated with group H04L61/00
• CPC Class Codes: H04L 2101/35 : containing special prefixes
• CPC Class Codes: H04L 2101/37 : E-mail addresses
• CPC Class Codes: H04L 41/082 : the condition being updates or upgrades of network functionality
• CPC Class Codes: H04L 41/14 : Network analysis or design
• CPC Class Codes: H04L 43/026 : using flow identification
• CPC Class Codes: H04L 43/045 : for graphical visualisation of monitoring data
• CPC Class Codes: H04L 43/062 : related to network traffic
• CPC Class Codes: H04L 43/065 : related to network devices
• CPC Class Codes: H04L 43/067 : using time frame reporting
• CPC Class Codes: H04L 43/08 : Monitoring or testing based on specific metrics, e.g. QoS, energy consumption or environmental parameters
• CPC Class Codes: H04L 43/0876 : Network utilisation, e.g. volume of load or congestion level
• CPC Class Codes: H04L 43/14 : using software, i.e. software packages network security related monitoring H04L63/1408
• CPC Class Codes: H04L 51/046 : Interoperability with other network applications or services
• CPC Class Codes: H04L 51/212 : using filtering or selective blocking
• CPC Class Codes: H04L 51/234 : for tracking messages
• CPC Class Codes: H04L 51/42 : Mailbox-related aspects, e.g. synchronisation of mailboxes
• CPC Class Codes: H04L 61/45 : Network directories; Name-to-address mapping
• CPC Class Codes: H04L 61/4594 : Address books, i.e. directories containing contact information about correspondents telephone directories in user terminals H04M1/27453
• CPC Class Codes: H04L 67/125 : involving control of end-device applications over a network
• CPC Class Codes: H04L 67/30 : Profiles
• CPC Class Codes: H04L 67/303 : Terminal profiles
• CPC Class Codes: H04L 67/306 : User profiles
• CPC Class Codes: H04L 67/535 : Tracking the activity of the user network monitoring arrangements H04L43/00; recording of computer activity G06F11/34
• CPC Class Codes: H04M 15/00 : Arrangements for metering, time-control or time indication ; Metering, charging or billing arrangements for voice wireline or wireless communications, e.g. VoIP
• CPC Class Codes: H04M 15/41 : Billing record details, i.e. parameters, identifiers, structure of call data record [CDR]
• CPC Class Codes: H04M 15/50 : for cross-charging network operators
• CPC Class Codes: H04M 15/58 : based on statistics of usage or network monitoring
• CPC Class Codes: H04M 15/60 : based on actual use of network resources
• CPC Class Codes: H04M 15/66 : Policy and charging system
• CPC Class Codes: H04M 15/755 : Account identification
• CPC Class Codes: H04M 2203/556 : Statistical analysis and interpretation
• CPC Class Codes: H04M 3/2218 : Call detail recording
• CPC Class Codes: H04M 3/436 : Arrangements for screening incoming calls , i.e. evaluating the characteristics of a call before deciding whether to answer it based on the calling party profile H04M3/42059; based on location H04M3/42348; based on presence H04M3/42365; diversion H04M3/54
• CPC Class Codes: H04M 3/5175 : Call or contact centers supervision arrangements
• CPC Class Codes: H04M 3/56 : Arrangements for connecting several subscribers to a common circuit, i.e. affording conference facilities video conference systems H04N7/15
• CPC Class Codes: H04W 4/24 : Accounting or billing

Abstract

The present disclosure relates to methods, systems, and storage media for updating field-value pairs of record objects using electronic activities linked to the record objects. The method can maintain a plurality of node profiles corresponding to a plurality of unique entities; access a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers; identify a record object of a plurality of record objects of one or more systems of record; match electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object; identify a node profile matched with the electronic activity of the plurality of electronic activities; determine a weighting factor for the electronic activity; and update a stage field of the record object to a second stage value indicating a second proximity to the completion of the event.

Claims

1. A method comprising:

maintaining, by one or more processors, a plurality of node profiles corresponding to a plurality of unique entities, each node profile including a plurality of fields, each field of the plurality of fields including one or more values;

accessing, by the one or more processors, data from a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers, the one or more processors configured to update the plurality of node profiles using the plurality of electronic activities;

identifying, by the one or more processors, a record object of a plurality of record objects of one or more systems of record, the record object comprising one or more object field-value pairs including a stage field-value pair, the stage field-value pair including a stage field and a stage value selected from a plurality of stage values, each stage value of the plurality of stage values indicating a respective proximity to a completion of an event corresponding to the record object;

matching, by the one or more processors, an electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object;

identifying, by the one or more processors, from data of the electronic activity, one or more participants of the electronic activity matched to the record object;

determining, by the one or more processors, from a node profile of the plurality of node profiles corresponding to the at least one participant or from the content of the electronic activity, one or more of a title or a department of the at least one participant;

determining, by the one or more processors, that the title or the department of the at least one participant satisfies a stage updating policy, the stage updating policy including one or more rules for updating stage values of the stage field of the record object using the title or the department of the at least one participant; and

updating, by the one or more processors, responsive to determining that the title or the department of the at least one participant satisfies the stage updating policy, the stage field of the record object from a first stage value to a second stage value indicating a second proximity to the completion of the event.

2. The method of claim 1, further comprising:

determining, by the one or more processors, to associate the at least one participant with the record object based on a set of participants of the electronic activity and a set of participants associated with the record object;

determining, by the one or more processors, a position score of the at least one participant from a field-value pair of a node profile associated with the at least one participant, the position score based on at least one of the title or the department of the participant; and

wherein updating the stage field comprises updating, by the one or more processors, the stage field based on the position score of the at least one participant being greater than a position score of each of the set of participants associated with the record object.

3. The method of claim 2, further comprising determining the position score of the at least one participant based on a position policy indicating a relative ranking of a plurality of positions.

4. The method of claim 1, further comprising:

determining, by the one or more processors, a relationship between the node profile and a second node profile of the plurality of node profiles, wherein the second node profile is associated with a participant linked with the record object; and

wherein updating the stage field comprises updating, by the one or more processors, the stage field of the record object based on the relationship between the node profile and the second node profile.

5. The method of claim 1, further comprising:

determining, by the one or more processors, a classification associated with the node profile based on one or more field-value pairs;

selecting, by the one or more processors, a subset of the node profiles, each of the subset of the node profiles associated with the record object and of the classification; and

wherein updating the stage field comprises updating, by the one or more processors, the stage field based on a comparison of a position score of the node profile to a position score of each of the subset of the node profiles.

6. The method of claim 1, further comprising:

identifying, by the one or more processors, a subset of the plurality of electronic activities matched with the record object; and

determining, by the one or more processors, an initial stage of the record object based on one or more node profiles of the plurality of node profiles associated with the subset of the plurality of electronic activities.

7. The method of claim 6, wherein determining the initial stage of the record object further comprises determining the initial stage based on tags assigned to the subset of the plurality of electronic activities.

8. The method of claim 1, further comprising determining a shadow record object in a shadow system of record corresponding to the record object.

9. The method of claim 8, further comprising:

mapping, by the one or more processors, the second stage value to a mapped second stage value; and

storing, by the one or more processors, the mapped second stage value to a stage field of the record object.

10. A system comprising:

one or more hardware processors configured by machine-readable instructions to;

maintain a plurality of node profiles corresponding to a plurality of unique entities, each node profile including a plurality of fields, each field of the plurality of fields including one or more values;

access data from a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers, the one or more processors configured to update the plurality of node profiles using the plurality of electronic activities;

identify a record object of a plurality of record objects of one or more systems of record, the record object comprising one or more object field-value pairs including a stage field-value pair, the stage field-value pair including a stage field and a stage value selected from a plurality of stage values, each stage value of the plurality of stage values indicating a respective proximity to a completion of an event corresponding to the record object;

match an electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object;

identify, from data of the electronic activity, one or more participants of the electronic activity matched to the record object;

determine, from a node profile of the plurality of node profiles corresponding to the at least one participant or from the content of the electronic activity, one or more of a title or a department of the at least one participant;

determining, by the one or more processors, that the title or the department of the at least one participant satisfies a stage updating policy, the stage updating policy including one or more rules for updating stage values of the stage field of the record object using the title or the department of the at least one participant; and

update, responsive to determining that the title or the department of the at least one participant satisfies the stage updating policy, the stage field of the record object from a first stage value to a second stage value indicating a second proximity to the completion of the event.

11. The system of claim 10, wherein the one or more hardware processors are further configured by machine-readable instructions to:

determine to associate the at least one participant with the record object based on a set of participants of the electronic activity and a set of participants associated with the record object;

determine a position score of the at least one participant from a field-value pair of a node profile associated with the at least one participant, the position score based on at least one of the title or the department of the at least one participant; and

wherein to update the stage field, the one or more hardware processors are further configured to update the stage field based on the position score of the at least one participant being greater than a position score of each of the set of participants associated with the record object.

12. The system of claim 11, wherein the one or more hardware processors are further configured by machine-readable instructions to determine the position score of the at least one participant based on a position policy indicating a relative ranking of a plurality of positions.

13. The system of claim 10, wherein the node profile of the plurality of node profiles is associated with a participant of the electronic activity different than the participants associated with the record object.

14. The system of claim 10, wherein the one or more hardware processors are further configured by machine-readable instructions to:

determine a relationship between the node profile and a second node profile of the plurality of node profiles, wherein the second node profile is associated with a participant linked with the record object; and

wherein to update the stage field, the one or more hardware processors are further configured to update the stage field of the record object based on the relationship between the node profile and the second node profile.

15. The system of claim 10, wherein the one or more hardware processors are further configured by machine-readable instructions to:

determine a classification associated with the node profile based on one or more field-value pairs;

select, by the one or more processors, a subset of the node profiles, each of the subset of the node profiles associated with the record object and of the classification; and

wherein to update the stage field, the one or more hardware processors are further configured to update the stage field based on a comparison of a position score of the node profile to a position score of each of the subset of the node profiles.

16. The system of claim 10, wherein the one or more hardware processors are further configured by machine-readable instructions to:

identify a subset of the plurality of electronic activities matched with the record object;

determine an initial stage of the record object based on one or more node profiles of the plurality of node profiles associated with the subset of the plurality of electronic activities.

17. The system of claim 16, wherein determining the initial stage of the record object further comprises determining the initial stage based on tags assigned to the subset of the plurality of electronic activities.

18. The system of claim 10, wherein the one or more hardware processors are further configured by machine-readable instructions to determine a shadow record object in a shadow system of record corresponding to the record object.

19. A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to:

maintain a plurality of node profiles corresponding to a plurality of unique entities, each node profile including a plurality of fields, each field of the plurality of fields including one or more values;

access data from a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers, the one or more processors configured to update the plurality of node profiles using the plurality of electronic activities;

identify a record object of a plurality of record objects of one or more systems of record, the record object comprising one or more object field-value pairs including a stage field-value pair, the stage field-value pair including a stage field and a stage value selected from a plurality of stage values, each stage value of the plurality of stage values indicating a respective proximity to a completion of an event corresponding to the record object;

match an electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object;

identify, from data of the electronic activity, one or more participants of the electronic activity matched to the record object;

determine, from a node profile of the plurality of node profiles corresponding to the at least one participant or from the content of the electronic activity, one or more of a title or a department of the at least one participant;

determining, by the one or more processors, that the title or the department of the at least one participant satisfies a stage updating policy, the stage updating policy including one or more rules for updating stage values of the stage field of the record object using the title or the department of the at least one participant; and

update, responsive to determining that the title or the department of the at least one participant satisfies the stage updating policy, the stage field of the record object from a first stage value to a second stage value indicating a second proximity to the completion of the event.