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Systems and methods for matching electronic activities directly to record objects of systems of record

DC CAFC
  • US 10,565,229 B2
  • Filed: 12/07/2018
  • Issued: 02/18/2020
  • 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 electronic activities transmitted or received via electronic accounts of one or more data source providers;

    accessing, by the one or more processors, a plurality of record objects of one or more systems of record, each record object of the plurality of record objects corresponding to a 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;

    identifying, by the one or more processors, an electronic activity of the plurality of electronic activities to match to one or more record objects, the electronic activity of the plurality of electronic activities identifying participants including a sender of the electronic activity and one or more recipients of the electronic activity;

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

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

    determining, by the one or more processors, responsive to applying a first policy including one or more filtering rules, that the electronic activity is to be matched to at least one record object of the identified system of record;

    in response to determining that the electronic activity is to be matched to at least one record object of the identified system of record,identifying, by the one or more processors, a first set of candidate record objects to which to match the electronic activity responsive to applying a second policy including a first set of rules for identifying one or more record objects of a first record object type based on an object field value of the record object that identifies the one or more recipients;

    identifying, by the one or more processors, a second set of candidate record objects to which to match the electronic activity responsive to applying the second policy including a second set of rules for identifying candidate record objects based on the sender of the electronic activity, wherein the second policy includes a third set of rules for identifying candidate record objects of a second record object type;

    selecting, by the one or more processors, at least one candidate record object included in both the first set of candidate record objects and the second set of candidate record objects; and

    storing, by the one or more processors, in a data structure an association between the selected at least one candidate record object and the electronic activity.

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