Systems and methods for generating new record objects based on electronic activities

• US 10,503,783 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: Muniz Navarro, Jose Alberto, Jain, Vardhman, Akselrod, Andrey, Kozlov, Heorhiy, Joseph, Rajit Kurien, Rogynskyy, Oleg
• Primary Examiner(s): Liao, Jason G
• Application Number:
  US16/371,037
• Publication Number:
  US 20190361935A1
• Time in Patent Office: 254 Days
• Field of Search: None
• 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
• CPC Class Codes: G06F 16/122 using management policies backup systems G06F11/1446; file migration policies for HSM systems G06F16/185
• 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

Methods, systems, and storage media for generating new record objects based on electronic activities are disclosed. Example implementations may: access a plurality of electronic activities; access a plurality of record objects; parse an electronic activity of the plurality of electronic activities; determine, responsive to parsing the electronic activity, that the electronic activity is to be matched to one or more record objects; determine for each candidate record object that a match score indicating a likelihood of electronic activity being matched to the candidate record object is below a threshold; determine an object type of a new record object to generate based on one or more participants of the electronic activity; generate the new record object of the determined type; and store in a data structure an association between the new record object and the electronic activity.

Claims

1. A method comprising:

accessing, by one or more processors, data corresponding to a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;

accessing, by the one or more processors, data corresponding to a plurality of record objects of one or more systems of record, each record object of the plurality of record objects corresponding to one of a first record object type, a second record object type, or a third record object type and comprising one or more object fields having one or more object field values, the systems of record corresponding to the one or more data source providers, record objects the first record object type corresponding to first entities, record objects of the second record object type corresponding to group entities, and record objects of a third record object type linked to at least one record object of the first record object type and at least one record object of the second record object type, each record object of the first record object type, the second record object type, and the third record object type including object field-value pairs;

parsing, by the one or more processors, data of an electronic activity of the plurality of electronic activities;

determining, by the one or more processors, responsive to parsing the data of the electronic activity, that the electronic activity is to be matched to one or more record objects;

generating, by the one or more processors, activity field-value pairs from the data of the electronic activity;

identifying, by the one or more processors, a system of record corresponding to the data source provider associated with an electronic account via which the electronic activity was transmitted or received, the system of record including a plurality of candidate record objects with which to match the electronic activity;

determining, by the one or more processors, for each candidate record object, responsive to comparing the activity field-value pairs to the object-field value pairs of the plurality of candidate record objects, that a match score indicating a likelihood of the electronic activity matching the candidate record object does not satisfy a threshold;

determining, by the one or more processors, a determined object type of a new record object to generate based on one or more participants of the electronic activity, each participant of the one or more participants is a sender or a recipient of the electronic activity;

generating, by the one or more processors, the new record object of the determined object type in the system of record; and

storing, by the one or more processors, in one or more data structures, an association between the new record object in the system of record and the electronic activity.

2. The method of claim 1, further comprising:

selecting, by the one or more processors, a first candidate record object of the plurality of candidate record objects based on the match score and an object type of the first candidate record object; and

adding, by the one or more processors, a reference to the new record object as an object field value to an object field of the first candidate record object.

3. The method of claim 2, wherein the object type of the first candidate record object is different than the object type of the new record object.

4. The method of claim 1, wherein generating the new record object comprises converting a record object from a first object type to a second object type.

5. The method of claim 1, further comprising generating, by the one or more processors, a shadow record object in a shadow system of record corresponding to the new record object in the system of record.

6. The method of claim 5, further comprising adding, by the one or more processors, a reference to the shadow record object as an object field value to an object field of a second shadow record object in the shadow system of record.

7. The method of claim 5, further comprising providing, by the one or more processors, a notification to a device configured to update the system of record responsive to generating the shadow record object in the shadow system of record.

8. The method of claim 1, further comprising:

selecting, by the one or more processors, a first candidate record object of the plurality of candidate record objects based on the match score and the first candidate record object having an object type of the first record object type;

determining, by the one or more processors, a match score for a new candidate record object, the new candidate record object having an object type of the second record object type; and

generating, by the one or more processors, the new record based on the new candidate record object and a comparison of the match score of the first candidate record object and the match score of the new candidate record object.

9. The method of claim 1, further comprising:

identifying, by the one or more processors, one or more character strings based on at least one of a subject of the electronic activity of the plurality of electronic activities or a body of the electronic activity of the plurality of electronic activity;

assigning, by the one or more processors, a tag to the electronic activity based on the one or more character strings; and

generating, by the one or more processors, the new record object in the system of record based on the tag assigned to the electronic activity.

10. The method of claim 1, further comprising:

identifying, by the one or more processors, one or more activity field-value pairs of a recipient of the electronic activity;

determining, by the one or more processors, using the one or more activity field-value pairs, that the electronic activity cannot be matched to any of the plurality of record objects corresponding to a first object type in accordance with a matching policy; and

generating, by the one or more processors, the new record object including the values of the one or more activity field-value pairs.

11. The method of claim 1, further comprising:

determining, by the one or more processors, a data source provider of the one or more data source providers, the data source provider associated with providing access to the electronic activity; and

identifying, by the one or more processors, the system of record corresponding to the determined data source provider, the system of record including the plurality of candidate record objects to which to match the electronic activity.

12. A system comprising:

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

access data corresponding to a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;

access data corresponding to a plurality of record objects of one or more systems of record, each record object of the plurality of record objects corresponding to one of a first record object type, a second record object type or a third record object type and comprising one or more object fields having one or more object field values, the systems of record corresponding to the one or more data source providers, the first record object type corresponding to a member entity, the second record object type corresponding to a group entity and a third record object type linked to at least one record object of the first record object type and at least one record object of the second record object type, each of the first record object type, the second record object type and the third record object type including object field-value pairs;

parse data of an electronic activity of the plurality of electronic activities;

determine responsive to parsing the data of the electronic activity, that the electronic activity is to be matched to one or more record objects;

generate activity field-value pairs from the electronic activity;

identify a system of record corresponding to the data source provider associated with an electronic account via which the electronic activity was transmitted or received-, the system of record including a plurality of candidate record objects with which to match the electronic activity;

determine for each candidate record object, responsive to comparing the activity field-value pairs to the object-field value pairs of the plurality of candidate record objects, that a match score indicating a likelihood of the electronic activity matching the candidate record object does not satisfy a threshold;

determine a determined object type of a new record object to generate based on one or more participants of the electronic activity, each participant of the one or more participants is a sender or a recipient of the electronic activity;

generate the new record object of the determined object type in the system of record; and

store in one or more data structures, an association between the new record object in the system of record and the electronic activity.

13. The system of claim 12, wherein the one or more hardware processors are further configured by machine-readable instructions to:

select a first candidate record object of the plurality of candidate record objects based on the match score and an object type of the first candidate record object; and

add a reference to the new record object as an object field value to an object field of the first candidate record object.

14. The system of claim 12, wherein the one or more hardware processors are further configured by machine-readable instructions to generate a shadow record object in a shadow system of record corresponding to the new record object in the system of record.

15. The system of claim 14, wherein the one or more hardware processors are further configured by machine-readable instructions to add a reference to the shadow record object as an object field value to an object field of a second shadow record object in the shadow system of record.

16. The system of claim 14, wherein the one or more hardware processors are further configured by machine-readable instructions to provide a notification to a device configured to update the system of record responsive to generating the shadow record object in the shadow system of record.

17. The system of claim 12, wherein the one or more hardware processors are further configured by machine-readable instructions to:

select a first candidate record object of the plurality of candidate record objects based on the match score and the first candidate record object having an object type of the first record object type;

determine a match score for a new candidate record object, the new candidate record object having an object type of the second record object type; and

generate the new record based on the new candidate record object and a comparison of the match score of the first candidate record object and the match score of the new candidate record object.

18. The system of claim 12, wherein the one or more hardware processors are further configured by machine-readable instructions to:

identify one or more character strings based on at least one of a subject of the electronic activity of the plurality of electronic activities or a body of the electronic activity of the plurality of electronic activity;

assign a tag to the electronic activity based on the one or more character strings; and

generate the new record object in the system of record based on the tag assigned to the electronic activity.

19. The system of claim 12, wherein the one or more hardware processors are further configured by machine-readable instructions to:

identify one or more activity field-value pairs of a recipient of the electronic activity;

determine, using the one or more activity field-value pairs, that the electronic activity cannot be matched to any of the plurality of record objects corresponding to a first object type in accordance with a matching policy; and

generate the new record object including the values of the one or more activity field-value pairs.

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

accessing data corresponding to a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;

accessing data corresponding to a plurality of record objects of one or more systems of record, each record object of the plurality of record objects corresponding to one of a first record object type, a second record object type, or a third record object type and comprising one or more object fields having one or more object field values, the systems of record corresponding to the one or more data source providers, record objects the first record object type corresponding to first entities, record objects of the second record object type corresponding to group entities, and record objects of a third record object type linked to at least one record object of the first record object type and at least one record object of the second record object type, each record object of the first record object type, the second record object type, and the third record object type including object field-value pairs;

parsing data of an electronic activity of the plurality of electronic activities;

determining, responsive to parsing the data of the electronic activity, that the electronic activity is to be matched to one or more record objects;

generating activity field-value pairs from the data of the electronic activity;

identifying a system of record corresponding to the data source provider associated with an electronic account via which the electronic activity was transmitted or received, the system of record including a plurality of candidate record objects with which to match the electronic activity;

determining, for each candidate record object, responsive to comparing the activity field-value pairs to the object-field value pairs of the plurality of candidate record objects, that a match score indicating a likelihood of the electronic activity matching the candidate record object does not satisfy a threshold;

determining a determined object type of a new record object to generate based on one or more participants of the electronic activity, each participant of the one or more participants is a sender or a recipient of the electronic activity;

generating the new record object of the determined type in the system of record; and

storing in one or more data structures, an association between the new record object in the system of record and the electronic activity.