Systems and methods for restricting generation and delivery of insights to second data source providers

• US 10,545,980 B2
• Filed: 05/22/2019
• Issued: 01/28/2020
• Est. Priority Date: 05/24/2018
• Status: Active Grant

• Current Assignee: People.ai, Inc.
• Original Assignee: People.ai, Inc.
• Inventors: Rogynskyy, Oleg, Flink, David, Shah, Kavita, Hai, Wei
• Primary Examiner(s): Beausoliel, Jr., Robert W
• Assistant Examiner(s): Khakhar, Nirav K
• Application Number:
  US16/420,039
• Publication Number:
  US 20190361905A1
• Time in Patent Office: 251 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
• 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

The present disclosure relates to restricting generation and delivery of insights to data source providers. Electronic activities and record objects may be accessed. Each record object may correspond to a record object type and have one or more object field-value pairs. Node profiles may be maintained. Updates to a node graph or corresponding to a record object may be detected. A number of data source providers having respective electronic activities or record objects from which the update to the node graph or corresponding to the record object can be determined. Provisioning of a content item to a second data source provider may be restricted.

Claims

1. A method comprising:

accessing, by one or more processors, at least one of i) a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers or ii) a plurality of record objects of one or more systems of record associated with the one or more data source providers;

maintaining, by the one or more processors, a plurality of node profiles, each node profile of the plurality of node profiles including one or more field-value pairs, each field-value pair including a value determined from data of one or more of the plurality of electronic activities or the plurality of record objects;

detecting, by the one or more processors, from one or more electronic activities or record objects of a first data source provider of the one or more data source providers, an update to a node graph including the plurality of node profiles or corresponding to a record object of the first data source provider;

determining, by the one or more processors, a number of the one or more data source providers having respective electronic activities or record objects from which the update to the node graph or corresponding to the record object of the first data source provider can be detected; and

restricting, by the one or more processors, responsive to determining that the number does not satisfy a predetermined threshold, provisioning of a content item related to the detected update to at least one second data source provider of the one or more data source providers.

2. The method of claim 1, wherein the update is a first update and the number is a first number and further comprising:

detecting, by the one or more processors, from one or more electronic activities or record objects of a second data source provider of the one or more data source providers, a second update to the node graph or a record object of the second data source provider;

determining, by the one or more processors, a second number of the one or more data source providers having respective electronic activities or record objects from which the update to the node graph or the record object of the first data source provider can be detected; and

provisioning, by the one or more processors, responsive to determining that the second number satisfies the predetermined threshold, the content item related to the detected first update and the detected second update.

3. The method of claim 1, wherein detecting the update to the node graph further comprises determining, by the one or more processors, that a new node field-value pair is included in a node profile of the node graph.

4. The method of claim 1, wherein detecting the update to the node graph further comprises detecting, by the one or more processors, an update to a connection between two node profiles of the node graph.

5. The method of claim 4, wherein detecting the update to the connection between the two node profiles of the node graph further comprises detecting, by the one or more processors, a new connection between the two node profiles of the node graph.

6. The method of claim 1, wherein detecting the update to the record object further comprises detecting, by the one or more processors, an update to an object field-value pair of the record object.

7. The method of claim 6, wherein detecting the update to the record object comprises:

determining, by the one or more processors, an electronic activity identifying a participant, the electronic activity causing the one or more processors to update the object field-value pair of the record object;

determining, by the one or more processors, a node profile of the plurality of node profiles that is associated with the participant; and

wherein the content item is related to the node profile associated with the participant.

8. The method of claim 7, wherein the content item is provisioned to an entity associated with the record object and identifies the record object corresponding to the participant.

9. The method of claim 7, wherein the field of the object field-value pair of the record object corresponds to a stage of a process corresponding to the record object.

10. The method of claim 1, further comprising:

parsing, by the one or more processors, the one or more electronic activities to generate a plurality of activity field-value pairs to update the node graph; and

detecting, by the one or more processors, the update to the node graph based on the plurality of activity field-value pairs.

11. The method of claim 1, wherein the record object is a first record object, the method further comprising comparing, by the one or more processors, at least one object field-value pair of the first record object to a corresponding at least one object field-value pair of a second record object maintained by the one or more processors and wherein detecting the update to the record object includes detecting a change in the at least one object field-value pair of the first record object responsive to the comparison.

12. The method of claim 1, further comprising storing, by the one or more processors in one or more data structures, an association between at least one of a node profile of the plurality of node profiles or a node field-value pair of the node profile corresponding to the update of the node graph and a restriction tag configured to restrict provisioning the content item.

13. The method of claim 1, wherein accessing the at least one of the plurality of electronic activities transmitted or received via the electronic accounts associated with the one or more data source providers or the plurality of record objects of the one or more systems of record associated with the one or more data source providers further comprises:

accessing, by the one or more processors, a first electronic activity or a first record object associated with a first data source provider of the plurality of data source providers; and

accessing, by the one or more processors, a second electronic activity or a second record object associated with a second data source provider of the plurality of data source providers, wherein the method further comprises;

generating, by the one or more processors, a second content item based on;

at least one of the first electronic activity or the first record object; and

at least one of the second electronic activity or the second record object; and

provisioning, by the one or more processors, the second content item to at least one data source provider of the plurality of data source providers.

14. The method of claim 13, further comprising:

determining, by the one or more processors, that information included in the second content item is not derivable from only electronic activities or record objects made accessible by the first data source provider to the one or more processors; and

determining, by the one or more processors, that the information included in the second content item is not derivable from only electronic activities or record objects made accessible by the second data source provider to the one or more processors, and

wherein provisioning the second content item to the at least one data source provider of the plurality of data source providers comprises provisioning, by the one or more processors, the second content item to the at least one data source provider of the plurality of data source providers responsive to the determination that the information included in the second content item is not derivable from only electronic activities or record objects made accessible by the first data source provider to the one or more processors and responsive to the determination that the information included in the second content item is not derivable from only electronic activities or record objects made accessible by the second data source provider to the one or more processors.

15. A system comprising:

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

access at least one of i) a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers or ii) a plurality of record objects of one or more systems of record associated with the one or more data source providers;

maintain a plurality of node profiles, each node profile of the plurality of node profiles including one or more field-value pairs, each field-value pair including a value determined from data of one or more of the plurality of electronic activities or the plurality of record objects;

detect, from one or more electronic activities or record objects of a first data source provider of the one or more data source providers, an update to a node graph including the plurality of node profiles or corresponding to a record object of the first data source provider;

determine a number of the one or more data source providers having respective electronic activities or record objects from which the update to the node graph or corresponding to the record object of the first data source provider can be detected; and

restrict, responsive to determining that the number does not satisfy a predetermined threshold, provisioning of a content item related to the detected update to at least one second data source provider of the one or more data source providers.

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

access a first electronic activity or a first record object associated with a first data source provider of the plurality of data source providers;

access a second electronic activity or a second record object associated with a second data source provider of the plurality of data source providers;

generate a second content item based on;

at least one of the first electronic activity or the first record object; and

at least one of the second electronic activity or the second record object; and

provision the second content item to at least one data source provider of the plurality of data source providers.

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

determine that information included in the second content item is not derivable from only electronic activities or record objects made accessible by the first data source provider to the one or more processors;

determine that the information included in the second content item is not derivable from only electronic activities or record objects made accessible by the second data source provider to the one or more processors; and

provision the second content item to the at least one data source provider of the plurality of data source providers responsive to the determination that the information included in the second content item is not derivable from only electronic activities or record objects made accessible by the first data source provider to the one or more processors and responsive to the determination that the information included in the second content item is not derivable from only electronic activities or record objects made accessible by the second data source provider to the one or more processors.

18. The system of claim 15, wherein the update is a first update and the number is a first number and the one or more processors are further configured to:

detect, from one or more electronic activities or record objects of a second data source provider of the one or more data source providers, a second update to the node graph or a record object of the second data source provider;

determine a second number of the one or more data source providers having respective electronic activities or record objects from which the update to the node graph or the record object of the first data source provider can be detected; and

provision, responsive to determining that the second number does satisfies the predetermined threshold, the content item related to the detected first update and the detected second update.

19. The system of claim 15, wherein the one or more processors are configured to detect the update to the node graph by determining that a new node field-value pair is included in a node profile of the node graph.

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 at least one of i) a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers or ii) a plurality of record objects of one or more systems of record associated with the one or more data source providers;

maintaining a plurality of node profiles, each node profile of the plurality of node profiles including one or more field-value pairs, each field-value pair including a value determined from data of one or more of the plurality of electronic activities or the plurality of record objects;

detecting, from one or more electronic activities or record objects of a first data source provider of the one or more data source providers, an update to a node graph including the plurality of node profiles or corresponding to a record object of the first data source provider;

determining a number of the one or more data source providers having respective electronic activities or record objects from which the update to the node graph or corresponding to the record object of the first data source provider can be detected; and

restricting, responsive to determining that the number does not satisfy a predetermined threshold, provisioning of a content item related to the detected update to at least one second data source provider of the one or more data source providers.