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Systems and methods for identifying a sequence of events and participants for record objects

  • US 10,515,072 B2
  • Filed: 05/23/2019
  • Issued: 12/24/2019
  • Est. Priority Date: 05/24/2018
  • Status: Active Grant
First Claim
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1. A method, comprising:

  • accessing, by one or more processors, a plurality of first record objects of a system of record of a data source provider each record object of the plurality of record objects comprising one or more object field-value pairs and linked to one or more electronic activities;

    identifying, by the one or more processors, a subset of record objects of the plurality of record objects associated with a group entity and having a first record object status, each record object of the subset of record objects including a stage field configured to be associated with one of a plurality of stage values, each stage value of the plurality of stage values corresponding to a respective proximity to a completion of a process associated with the record object;

    identifying, by the one or more processors, for each record object of the subset of record objects, a first plurality of electronic activities linked to the record object, each electronic activity of the first plurality of electronic activities i) received or transmitted via one or more electronic accounts, ii) identifying one or more participants, iii) corresponding to at least one event and iv) associated with a respective stage value of the stage field of the record object;

    determining, by the one or more processors, for each record object of the subset of record objects, an event-participant pattern for at least one stage value and based on the first plurality of electronic activities linked to the record object that are associated with the at least one stage value, the event-participant pattern identifying at least a first event performed by a first participant of a first participant type and a second event performed by a second participant of a second participant type, the first participant type based on at least one of a first title or a first department of the first participant and the second participant type based on at least one of a second title or a second department of the second participant;

    accessing, by the one or more processors, a second record object of the system of record of the data source provider, the second record object comprising one or more object field-value pairs and linked to a second plurality of electronic activities and having a stage field associated with the at least one stage value;

    identifying, by the one or more processors, the second plurality of electronic activities linked with the second record object and associated with the at least one stage value of the stage field of the second record object;

    determining, by the one or more processors, from the identified second plurality of electronic activities linked with the second record object and based on the event-participant pattern, that the first event is performed by a respective first participant of the first participant type and the second event is not yet performed by any respective second participant of the second participant type;

    generating, by the one or more processors, a content item identifying an action based on the second event not yet performed by any respective participant of the second participant type; and

    transmitting, by the one or more processors, the content item to a device of a participant of at least one electronic activity of the second plurality of electronic activities linked with the second record object.

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