Systems and methods for assigning node profiles to record objects
First Claim
1. A method comprising:
- maintaining, by one or more processors, a plurality of node profiles, each node profile including one or more field-value pairs and updated using electronic activities identifying an entity of the node profile;
identifying, by the one or more processors, a first record object to which to assign a node profile, the first record object corresponding to a system of record, the first record object linked to a second record object of the system of record identifying a group entity and a third record object of the system of record identifying a first entity, the first record object comprising one or more field-value pairs including a stage field-value pair having 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 first record object;
selecting, by the one or more processors, from the plurality of node profiles, a subset of node profiles that satisfy a node profile selection policy;
generating, by the one or more processors, for each node profile of the subset of node profiles, a performance profile using the electronic activities identifying the respective entity corresponding to the node profile and the one or more object field-value pairs of the first record object;
determining, by the one or more processors, for a first node profile of the subset, that a match score between the first node profile and the first record object based on the performance profile and one or more object field-value pairs of the first record object satisfies a threshold; and
storing, by the one or more processors, an association between the first node profile of the subset and the first record object based on the match score.
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Accused Products
Abstract
The present disclosure relates to systems and methods for assigning node profiles to record objects. The method includes maintaining a plurality of node profiles. The method includes identifying a record object to which to assign a node profile. The method includes selecting a subset of node profiles that satisfy a node profile selection policy. The method includes generating, for each of the subset of node profiles, a performance profile using electronic activities of the node profiles and one or more object field-value pairs of the record object. The method includes determining, for a first node profile, that a match score between the first node profile and the record object based on the performance profile and one or more object field-value pairs of the record object satisfies a threshold. The method includes storing an association between the first node profile and the record object based on the match score.
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Citations
20 Claims
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1. A method comprising:
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maintaining, by one or more processors, a plurality of node profiles, each node profile including one or more field-value pairs and updated using electronic activities identifying an entity of the node profile; identifying, by the one or more processors, a first record object to which to assign a node profile, the first record object corresponding to a system of record, the first record object linked to a second record object of the system of record identifying a group entity and a third record object of the system of record identifying a first entity, the first record object comprising one or more field-value pairs including a stage field-value pair having 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 first record object; selecting, by the one or more processors, from the plurality of node profiles, a subset of node profiles that satisfy a node profile selection policy; generating, by the one or more processors, for each node profile of the subset of node profiles, a performance profile using the electronic activities identifying the respective entity corresponding to the node profile and the one or more object field-value pairs of the first record object; determining, by the one or more processors, for a first node profile of the subset, that a match score between the first node profile and the first record object based on the performance profile and one or more object field-value pairs of the first record object satisfies a threshold; and storing, by the one or more processors, an association between the first node profile of the subset and the first record object based on the match score. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A system comprising:
one or more hardware processors configured by machine-readable instructions to; maintain a plurality of node profiles, each node profile including one or mom field-value pairs and updated using electronic activities identifying an entity of the node profile; identify a record object to which to assign a node profile, the first record object corresponding to a system of record, the first record object linked to a second record object of the system of record identifying a group entity and a third record object of the system of record identifying a first entity, the first record object comprising one or more field-value pairs including a stage field-value pair having 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 first record object; select, from the plurality of node profiles, a subset of node profiles that satisfy a node profile selection policy; generate, for each node profile of the subset of node profiles, a performance profile using the electronic activities identifying the respective entity corresponding to the node profile and the one or more object field-value pairs of the first record object; determine, for a first node profile of the subset, that a match score between the first node profile and the first record object based on the performance profile and one or more object field-value pairs of the first record object satisfies a threshold; and store, an association between the first node profile of the subset and the first record object based on the match score. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19)
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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:
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maintaining, by one or more processors, a plurality of node profiles, each node profile including one or more field-value pairs and updated using electronic activities identifying an entity of the node profile; identifying, by the one or more processors, a first record object to which to assign a node profile, the first record object corresponding to a system of record, the first record object linked to a second record object of the system of record identifying a group entity and a third record object of the system of record identifying a first entity, the first record object comprising one or more field-value pairs including a stage field-value pair having 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 first record object; selecting, by the one or more processors, from the plurality of node profiles, a subset of node profiles that satisfy a node profile selection policy; generating, by the one or more processors, for each node profile of the subset of node profiles, a performance profile using the electronic activities identifying the respective entity corresponding to the node profile and the one or more object field-value pairs of the first record object; determining, by the one or more processors, for a first node profile of the subset, that a match score between the first node profile and the first record object based on the performance profile and one or more object field-value pairs of the first record object satisfies a threshold; and storing, by the one or more processors, an association between the first node profile of the subset and the first record object based on the match score.
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Specification