Systems and methods for determining a preferred communication channel based on determining a status of a node profile using electronic activities

• US 10,649,998 B2
• Filed: 05/22/2019
• Issued: 05/12/2020
• Est. Priority Date: 05/24/2018
• Status: Active Grant

• Current Assignee: People.ai, Inc.
• Original Assignee: People.ai, Inc.
• Inventors: Rogynskyy, Oleg, Flink, David, Xi, Cathy, Hai, Wei, Feenstra, Cameron
• Primary Examiner(s): Luu, Le H
• Application Number:
  US16/420,052
• Publication Number:
  US 20190364117A1
• Time in Patent Office: 356 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
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• 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

Systems and methods for determining a preferred communication channel can be based on determining a status of a node profile using electronic activities. The system and methods can include accessing a plurality of electronic activities and maintaining a plurality of node profiles. The system and methods can include identifying a node profile and generating a communication mode schedule. The systems and methods can include transmitting a notification to a device via a communication selected using the communication mode schedule.

Claims

1. A method comprising:

accessing, by one or more processors, data of a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers;

maintaining, by the one or more processors, a plurality of node profiles corresponding to a plurality of unique entities, each node profile of the plurality of node profiles including one or more node field-value pairs;

identifying, by the one or more processors, for a node profile of the plurality of node profiles, a subset of the plurality of electronic activities transmitted or received by the electronic accounts;

identifying, by the one or more processors, for each electronic activity of the subset of the plurality of electronic activities, a type of electronic activity and a respective timestamp corresponding to the electronic activity, wherein the type of electronic activity includes an email type or a calendar event type;

generating, by the one or more processors, for the node profile of the plurality of node profiles, a communication mode schedule identifying a plurality of communication modes over which to communicate with a first entity corresponding to the node profile at one or more time periods based on the respective timestamp and the type of each electronic activity of the subset of the plurality of electronic activities;

selecting, by the one or more processors, responsive to detecting a condition to transmit a first notification, a first communication mode from the plurality of communication modes based on a time associated with transmission of the first notification and the generated communication mode schedule; and

transmitting, by the one or more processors, the first notification to a first device of the first entity via the first communication mode.

2. The method of claim 1, further comprising generating the first notification, the first notification identifying an action to be performed and a recipient related to the action.

3. The method of claim 2, further comprising:

determining, for the recipient, a second communication mode schedule of the recipient based on electronic activities linked with a second node profile;

identifying, by the one or more processors, for a time period, a second communication mode via which to communicate with the recipient;

selecting, by the one or more processors, an electronic activity type of the electronic activity based on the second communication mode; and

identifying the electronic activity type in the first notification.

4. The method of claim 1, wherein generating the communication mode schedule comprises:

generating, by the one or more processors, an availability schedule of the node profile based on the subset of the plurality of electronic activities, the availability schedule indicating time frames that a user of the first device is available.

5. The method of claim 1, wherein generating the communication mode schedule comprises:

determining, from the subset of the plurality of electronic activities, a response rate for each type of electronic activity; and

using the response rate to select the first communication mode via which to communicate.

6. The method of claim 1 further comprising selecting, from a plurality of devices including the first device, the first device to which to transmit the first notification based on the communication mode schedule of the node profile.

7. The method of claim 1, further comprising:

identifying, by the one or more processors, a second node profile of a second entity;

identifying, by the one or more processors, a second plurality of electronic activities linked to the second node profile;

determining, by the one or more processors, for each electronic activity type of the second plurality of electronic activities, a response rate based on the second plurality of electronic activities; and

selecting, by the one or more processors, a second communication mode for transmission of a second notification to a second device based on the response rate of each electronic activity type of the second plurality of electronic activities.

8. The method of claim 1, further comprising:

identifying, by the one or more processors and based on the node profile, a record object of a plurality of record objects of one or more systems of record, each of the plurality of record objects comprising one or more object fields having one or more object field value pairs;

determining, by the one or more processors, an action to perform to increase a completion score of the record object; and

selecting, by the one or more processors, the first communication mode based on the action to be performed to increase the completion score of the record object.

9. A system comprising:

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

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

maintain a plurality of node profiles corresponding to a plurality of unique entities, each node profile of the plurality of node profiles including one or more node field-value pairs;

identify, for a node profile of the plurality of node profiles, a subset of the plurality of electronic activities transmitted or received by the electronic accounts;

identify, for each electronic activity of the subset of the plurality of electronic activities, a type of electronic activity and a respective timestamp corresponding to the electronic activity, wherein the type of electronic activity includes an email type or a calendar event type;

generate, for the node profile of the plurality of node profiles, a communication mode schedule identifying a plurality of communication modes over which to communicate with a first entity corresponding to the node profile at one or more time periods based on the respective timestamp and the type of each electronic activity of the subset of the plurality of electronic activities;

select, responsive to detecting a condition to transmit a first notification, a first communication mode from the plurality of communication modes based on a time associated with transmission of the first notification and the generated communication mode schedule; and

transmit the first notification to a first device of the first entity via the first communication mode.

10. The system of claim 9, wherein the one or more processors are further configured by machine-readable instructions to:

generate the first notification, the first notification identifying an action to be performed and a recipient related to the action.

11. The system of claim 10, wherein the one or more processors are further configured by machine-readable instructions to:

determine, for the recipient, a second communication mode schedule of the recipient based on electronic activities linked with a second node profile;

identify, for a time period, a second communication mode via which to communicate with the recipient;

select an electronic activity type of the electronic activity based on the second communication mode; and

identify the electronic activity type in the first notification.

12. The system of claim 9, wherein the one or more processors are further configured by machine-readable instructions to:

generate an availability schedule of the node profile based on the subset of the plurality of electronic activities, the availability schedule indicating time frames that a user of the first device is available.

13. The system of claim 9, wherein the one or more processors are further configured by machine-readable instructions to:

determine, from the subset of the plurality of electronic activities, a response rate for each type of electronic activity; and

use the response rate to select the first communication mode via which to communicate.

14. The system of claim 9, wherein the one or more processors are further configured by machine-readable instructions to:

select, from a plurality of devices including the first device, the first device to which to transmit the first notification based on the communication mode schedule of the node profile.

15. The system of claim 9, wherein the one or more processors are further configured by machine-readable instructions to:

identify a second node profile of a second entity;

identify a second plurality of electronic activities linked to the second node profile;

determine, for each electronic activity type of the second plurality of electronic activities, a response rate based on the second plurality of electronic activities; and

select a second communication mode for transmission of a second notification to a second device based on the response rate of each electronic activity type of the second plurality of electronic activities.

16. The system of claim 9, wherein the one or more processors are further configured by machine-readable instructions to:

identify, based on the node profile, a record object of a plurality of record objects of one or more systems of record, each of the plurality of record objects comprising one or more object fields having one or more object field value pairs;

determine an action to perform to increase a completion score of the record object; and

select the first communication mode based on the action to be performed to increase the completion score of the record object.

17. A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to cause the one or more processors to:

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

maintain a plurality of node profiles corresponding to a plurality of unique entities, each node profile of the plurality of node profiles including one or more node field-value pairs;

identify, for a node profile of the plurality of node profiles, a subset of the plurality of electronic activities transmitted or received by the electronic accounts;

identify, for each electronic activity of the subset of the plurality of electronic activities, a type of electronic activity and a respective timestamp corresponding to the electronic activity, wherein the type of electronic activity includes an email type or a calendar event type;

generate, for the node profile of the plurality of node profiles, a communication mode schedule identifying a plurality of one or more communication modes over which to communicate with a first entity corresponding to the node profile at one or more time periods based on the respective timestamp and the type of each electronic activity of the subset of the plurality of electronic activities;

select, responsive to detecting a condition to transmit a first notification, a first communication mode from the plurality of communication modes based on a time associated with transmission of the first notification and the generated communication mode schedule; and

transmit the first notification to a first device of the first entity via the first communication mode.

18. The non-transitory computer-readable storage medium of claim 17, wherein the instructions being executable by one or more processors to cause the one or more processors to:

generate the first notification, the first notification identifying an action to be performed and a recipient related to the action.

19. The non-transitory computer-readable storage medium of claim 18, wherein the instructions being executable by one or more processors to cause the one or more processors to:

determine, for the recipient, a second communication mode schedule of the recipient based on electronic activities linked with a second node profile of the recipient;

identify, for a time period, a second communication mode via which to communicate with the recipient;

select an electronic activity type of the electronic activity based on the second communication mode; and

identify the electronic activity type in the first notification.

20. The non-transitory computer-readable storage medium of claim 17, wherein the instructions being executable by one or more processors to cause the one or more processors to:

generate an availability schedule of the node profile based on the subset of the plurality of electronic activities, the availability schedule indicating time frames that a user of the first device is available.