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

• US 10,565,229 B2
• Filed: 12/07/2018
• Issued: 02/18/2020
• Est. Priority Date: 05/24/2018
• Status: Active Grant

• Current Assignee: People.ai, Inc.
• Original Assignee: People.ai, Inc.
• Inventors: Rogynskyy, Oleg, Joseph, Rajit Kurien, Navarro, Jose Alberto Muniz
• Primary Examiner(s): Hu, Jensen
• Application Number:
  US16/213,754
• Publication Number:
  US 20190361910A1
• Time in Patent Office: 438 Days
• CPC Class Codes: G06F 11/3024 where the computing system component is a central processing unit [CPU]
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• CPC Class Codes: G06F 16/90344 : by using string matching techniques
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• CPC Class Codes: G06N 20/00 : Machine learning
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• 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
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• CPC Class Codes: H04L 2101/35 : containing special prefixes
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• 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 system described herein can automatically match, link, or otherwise associate electronic activities with one or more record objects. For an electronic activity that is eligible or qualifies to be matched with one or more record objects, the system can identify one or more set of rules or rule sets. Using the rule sets, the system can identify candidate record objects. The system can then rank the identified candidate record objects to select one or more record objects with which to associate the electronic activity. The system can then store an association between the electronic activity and the selected one or more record objects.

Claims

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.

2. The method of claim 1, wherein identifying the system of record corresponding to the determined data source provider comprises identifying, by the one or more processors, the system of record based on a domain associated with an email address of the sender of the electronic activity.

3. The method of claim 1, wherein determining, responsive to applying the first policy, that the electronic activity is to be matched to at least one record object of the identified system of record comprises determining that the electronic activity does not satisfy one or more filtering rules configured to cause the one or more processors to restrict the electronic activity from being matched to the at least one record object, the one or more filtering rules including at least one of i) a keyword rule configured to restrict electronic activities including a predetermined keyword;

ii) a regex pattern rule configured to restrict electronic activities including one or more character strings that match a predetermined regex pattern;

or iii) a logic-based rule configured to restrict electronic activities based on the participants of the electronic activities satisfying a predetermined group of participants.

4. The method of claim 3, wherein the filtering rules include at least one filtering rule defined by the data source provider of the electronic activity and the system of record to which to match the electronic activity.

5. The method of claim 3, wherein determining, responsive to applying the first policy, that the electronic activity is to be matched to at least one record object of the identified system of record comprises at least one of:

determining that the electronic activity does not include one or more predetermined words included in a list of restricted words;

determining that the electronic activity does not include any character strings that have a regular expression (regex) pattern that matches a predefined regex pattern included in a list of restricted regex patterns;

or

determining that the sender and at least one of the one or more recipients match a list of restricted sender-recipient pairs.

6. The method of claim 1, wherein identifying, responsive to applying the second policy, the first set of candidate record objects comprises:

applying a first matching rule of the first set of rules to identify one or more first record objects corresponding to a first record object type;

applying a second matching rule of the first set of rules to identify one or more second record objects corresponding to a second record object type.

7. The method of claim 6, wherein the second policy assigns a first priority level to the first matching rule and a second priority level to the second matching rule, wherein the first priority level is greater than the second priority level.

8. The method of claim 1, further comprising, receiving, from the data source provider, at least one instruction to select a subset of the first set of rules or the second set of rules and assign a first priority to a first matching rule of the subset and assign a second priority level to a second matching rule of the subset.

9. The method of claim 1, further comprising:

determining, by the one or more processors, that a first electronic activity previously matched to a first record object of the data source provider is matched to a second record object of the data source provider;

determining, by the one or more processors, one or more matching policies of the data source provider that apply to the first electronic activity; and

updating, by the one or more processors, responsive to determining that the first electronic activity previously matched to the first record object is matched to the second record object, the one or more matching policies for the data source provider such that the one or more processors can match a second electronic activity including the participants of the first electronic activity to the second record object.

10. The method of claim 1, wherein identifying, responsive to applying the second policy, the first set of candidate record objects comprises identifying one or more candidate record objects of a first record object type based on the recipients of the electronic activity.

11. The method of claim 1, wherein the object field value is a value of a first object field corresponding to an object owner that identifies an owner of the record object or a second object field corresponding to a team that identifies a group of people linked with the record object in the system of record.

12. The method of claim 1, wherein identifying, responsive to applying the second policy, the first set of candidate record objects comprises identifying a particular record object of the data source provider responsive to determining that the electronic activity includes a predetermined character string that satisfies a rule to match electronic activities including the character string to a particular record object.

13. The method of claim 1, wherein the second set of rules includes a rule to identify one or more record objects of a first record object type that are linked with the sender of the electronic activity and wherein identifying, responsive to applying the second policy, the second set of candidate record objects comprises identifying one or more record objects that identify the sender as an object field value to an object field of the record object.

15. The method of claim 1, further comprises retrieving, from one or more second servers, a first plurality of record objects corresponding to a first system of record of a first data source provider and second plurality of record objects corresponding to a second system of record of a second data source provider.

16. The method of claim 1, further comprising:

assigning, by the one or more processors, one or more tags to the electronic activity based on a first character string included in a body of the electronic activity;

ii) a second character string included in a metadata of the electronic activity;

or iii) other electronic activity.

17. The method of claim 16, further comprising identifying, by the one or more processors, at least one candidate record object of the one or more record objects based on one or more tags assigned to the electronic activity.

18. The method of claim 1, further comprising determining, by the one or more processors, for at least one of the participants of the electronic activity, a respective unique identifier used by the system of record corresponding to the data source provider to represent the participant.

14. 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 based on at least one of 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 one or more record objects of a first record object type based on the sender of the electronic activity and an object field value of the record object that identifies one or more of the participants, 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.

19. A system comprising:

one or more processors; and

a memory coupled to the one or more processors, the one or more processors configured to;

access a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;

access 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;

identify, 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;

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

identify 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;

determine, 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,

identify 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;

identify 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;

select 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

store, in a data structure, an association between the selected at least one candidate record object and the electronic activity.

20. The system of claim 19, wherein to identify the system of record corresponding to the determined data source provider, the one or more processors are configured to identify the system of record based on a domain associated with an email address of the sender of the electronic activity.

21. The system of claim 19, wherein to determine that the electronic activity is to be matched to at least one record object of the identified system of record, the one or more processors are further configured to determine that the electronic activity does not satisfy one or more filtering rules to restrict the electronic activity from being matched to the at least one record object, the one or more filtering rules including at least one of i) a keyword rule configured to restrict electronic activities including a predetermined keyword;

ii) a regex pattern rule configured to restrict electronic activities including one or more character strings that match a predetermined regex pattern;

or iii) a logic-based rule configured to restrict electronic activities based on the participants of the electronic activities satisfying a predetermined group of participants.

22. The system of claim 21, wherein to determine that the electronic activity is to be matched to at least one record object of the identified system of record, the one or more processors are configured to determine at least one of:

the electronic activity does not include one or more predetermined words included in a list of restricted words;

the electronic activity does not include any character strings that have a regular expression (regex) pattern that matches a predefined regex pattern included in a list of restricted regex patterns;

or

the sender and at least one of the one or more recipients match a list of restricted sender-recipient pairs.

23. The system of claim 19, wherein the second policy includes a first set of rules and a second set of rules, and wherein to identify one or more candidate record objects, the one or more processors are further configured to:

identify, responsive to applying the second policy including the first set of rules for identifying candidate record objects based on one or more recipients of the electronic activity, a first set of candidate record objects to which to match the electronic activity, each candidate record object of the first set identified based on the one or more recipients of the electronic activity;

identify, responsive to applying the second policy including the second set of rules for identifying candidate record objects based on the sender of the electronic activity, a second set of candidate record objects to which to match the electronic activity, each candidate record object of the second set identified based on the sender of the electronic activity; and

wherein to select at least one candidate record object, the one or more processors are further configured to select at least one candidate record object included in both the first set of candidate record objects and the second set of candidate record objects to match to the electronic activity based on the first set of rules and the second set of rules of the second policy.

24. The system of claim 23, wherein the second policy assigns a first priority level to the first matching rule and a second priority level to the second matching rule, wherein the first priority level is greater than the second priority level.

25. The system of claim 23, wherein the one or more processors are further configured to receive, from the data source provider, at least one instruction to select a subset of the first set of rules or the second set of rules and assign a first priority to a first matching rule of the subset and assign a second priority level to a second matching rule of the subset.

26. The system of claim 19, wherein the one or more processors is configured to:

determine, that a first electronic activity previously matched to a first record object of the data source provider is matched to a second record object of the data source provider;

determine, one or more matching policies of the data source provider that apply to the first electronic activity; and

update, responsive to determining that the first electronic activity previously matched to the first record object is matched to the second record object, the one or more matching policies for the data source provider such that the one or more processors can match a second electronic activity including the participants of the first electronic activity to the second record object.

27. The system of claim 19, wherein the one or more processors are further configured to assign one or more tags to the electronic activity based on a first character string included in a body of the electronic activity;

ii) a second character string included in a metadata of the electronic activity;

or iii) other electronic activity.

28. A system comprising:

one or more processors; and

a memory coupled to the one or more processors, the one or more processors configured to;

access a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;

access 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;

identify, 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;

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

identify 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;

determine, 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,

identify 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 based on at least one of the one or more recipients;

identify 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 one or more record objects of a first record object type based on the sender of the electronic activity and an object field value of the record object that identifies one or more of the participants, wherein the second policy includes a third set of rules for identifying candidate record objects of a second record object type;

select 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

store, in a data structure, an association between the selected at least one candidate record object and the electronic activity.