Systems and methods for matching electronic activities to record objects of systems of record with node profiles
DC CAFCFirst Claim
Patent Images
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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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.
325 Citations
30 Claims
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1. A method comprising:
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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. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19)
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20. A system comprising:
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one or more processors; a memory coupled to the one or more processors, the one or more processors configured to; maintain 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; access 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; maintain 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; extract data included in an electronic activity of the plurality of electronic activities; match 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; match 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, wherein to match the electronic activity, the one or more processors are configured to; identify, 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 select the at least one record object included in the set of record objects; and store, in a data structure, an association between the electronic activity and the at least one record object. - View Dependent Claims (21, 22, 23, 24, 25)
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26. A method comprising:
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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 value data structures, each value data structure of the one or more value data structures including a node field value and one or more entries corresponding to respective one or more data points that support the node field value of the value data structure, at least data point of the one or more data points having a contribution score based on a time corresponding to when the data point was generated or updated, the contribution score based on a trust score assigned to a source of the data point, the trust score determined based on a type of source of the data point; 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, based on the confidence score of the value of the field of the at least one node profile, 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 value of the field 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; 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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27. A system comprising:
one or more processors; a memory coupled to the one or more processors, the one or more processors configured to; maintain 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 value data structures, each value data structure of the one or more value data structures including a node field value and one or more entries corresponding to respective one or more data points that support the node field value of the value data structure, at least data point of the one or more data points having a contribution score based on a time corresponding to when the data point was generated or updated, the contribution score based on a trust score assigned to a source of the data point, the trust score determined based on a type of source of the data point; access 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; maintain 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; extract data included in an electronic activity of the plurality of electronic activities; match, based on the confidence score of the value of the field of the at least one node profile, 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 value of the field of the at least one node profile satisfy a node profile matching policy; match 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; and store, in a data structure, an association between the electronic activity and the at least one record object. - View Dependent Claims (28, 29, 30)
Specification