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Systems and methods for assigning node profiles to record objects

  • US 10,535,031 B2
  • Filed: 05/23/2019
  • Issued: 01/14/2020
  • Est. Priority Date: 05/24/2018
  • Status: Active Grant
First Claim
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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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