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Systems and methods for matching electronic activities to record objects of systems of record with node profiles

DC CAFC
  • US 10,657,129 B2
  • Filed: 12/31/2018
  • Issued: 05/19/2020
  • 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 corresponding to a plurality of unique entities, each node profile including a plurality of fields, each field of the plurality of fields including one or more node field values;

    accessing, by the one or more processors, a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers, the one or more processors configured to update the plurality of node profiles using the plurality of electronic activities;

    maintaining, 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 comprising one or more object fields having one or more object field values;

    extracting, by the one or more processors, data included in an electronic activity of the plurality of electronic activities;

    matching, by the one or more processors, the electronic activity to at least one node profile of the plurality of node profiles based on determining that the extracted data of the electronic activity and the one or more values of the fields of the at least one node profile satisfy a node profile matching policy;

    matching, by the one or more processors, the electronic activity to at least one record object of the plurality of record objects based on the extracted data of the electronic activity and object values of the at least one record object by;

    identifying, by the one or more processors, responsive to applying at least one matching policy of a plurality of matching policies for identifying record objects based on one or more recipients of the electronic activity and a sender of the electronic activity, a set of record objects with which to match the electronic activity, each record object of the set identified based on the one or more recipients or the sender of the electronic activity; and

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

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

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