Systems and methods for managing the use of electronic activities based on geographic location and communication history policies

• US 10,657,131 B2
• Filed: 05/22/2019
• Issued: 05/19/2020
• Est. Priority Date: 05/24/2018
• Status: Active Grant

• Current Assignee: People.ai, Inc.
• Original Assignee: People.ai, Inc.
• Inventors: Rogynskyy, Oleg, Hall, Brittney, Halladay, Dylan, Wulf, John, Jain, Vardhman
• Primary Examiner(s): Mirza, Adnan M
• Application Number:
  US16/419,583
• Publication Number:
  US 20190363945A1
• Time in Patent Office: 363 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 16/212 with details for data modelling support
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• CPC Class Codes: G16H 15/00 : ICT specially adapted for medical reports, e.g. generation or transmission thereof
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• 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
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• CPC Class Codes: H04L 2101/35 : containing special prefixes
• CPC Class Codes: H04L 2101/37 : E-mail addresses
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• CPC Class Codes: H04L 43/14 : using software, i.e. software packages network security related monitoring H04L63/1408
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• 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
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• CPC Class Codes: H04M 15/66 : Policy and charging system
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• 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

A method for managing information corresponding to electronic activities may include accessing a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers, maintaining a plurality of node profiles, updating the plurality of node profiles using the plurality of electronic activities, and identifying a node profile with which to link the electronic activity. The method further includes selecting, using an electronic activity management policy, an electronic activity management process of a plurality of electronic activity management processes based on i) at least one value of one or more predetermined field-value pairs of the node profile satisfying a location-based condition, or ii) a communication history between a first electronic account of the node profile and a second participant of the electronic activity. The method yet further includes managing information corresponding to the electronic activity in accordance with the selected electronic activity management process.

Claims

1. A method, comprising:

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

identifying, by the one or more processors, from data included in a first email of the plurality of emails, a first user profile with which to associate the first email;

determining, by the one or more processors, from at least one data structure maintaining an association between a first subset of the plurality of emails and the first user profile, a first number of emails transmitted by at least one first electronic account of the first user profile to at least one second electronic account of a second user profile;

restricting, by the one or more processors, storing the data of the first email in one or more data structures responsive to determining that the first number of emails fails to satisfy a threshold;

identifying, by the one or more processors, a second email associated with the first user profile, the second email transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile;

updating, by the one or more processors, a count of emails transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile from the first number of emails to a second number of emails transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile; and

storing, by the one or more processors, data of the second email in the one or more data structures responsive to determining that the count of emails satisfies the threshold.

2. The method of claim 1, further comprising storing, by the one or more processors, data of the first email in the one or more data structures responsive to determining that the count of emails satisfies the threshold.

3. The method of claim 1, further comprising:

identifying, by the one or more processors, a data source provider of the plurality of data source providers associated with the first email; and

sending, by the one or more processors, an instruction to the data source provider to cause the data source provider to delete information corresponding to a third email from a memory element responsive to determining that the count of emails does not satisfy the threshold.

4. The method of claim 1, further comprising:

identifying, by the one or more processors, a data source provider of the plurality of data source providers associated with the first email and the second email;

selecting, by the one or more processors, the threshold based on the data source provider associated with the first email and the second email.

5. The method of claim 1, further comprising:

modifying, by the one or more processors, the first email according to a storage policy to generate a modified first email; and

storing, by the one or more processors, information corresponding to the modified first email in the one or more data structures.

6. The method of claim 1, further comprising:

identifying, by the one or more processors, a first field-value pair of the first user profile or the second user profile;

determining, by the one or more processors, the threshold using the first field-value pair of the first user profile or the second user profile.

7. The method of claim 1, further comprising:

parsing, by the one or more processors, the first email to extract a first electronic activity field-value pair corresponding to a first predetermined field;

comparing, by the one or more processors, a first value of the first electronic activity field-value pair with a predetermined list comprising a plurality of values to determine at least one match between the first value and one of the plurality of values; and

selecting, by the one or more processors, the threshold based on the at least one match.

8. The method of claim 1, further comprising:

identifying, by the one or more processors, a subset of the plurality of emails comprising one or more emails transmitted or received between the at least one first electronic account of the first user profile and the at least one second electronic account of the second user profile;

determining, by the one or more processors, a timestamp of a most recent email of the subset of the plurality of emails; and

generating, by the one or more processors, a communication history between the at least one first electronic account of the first user profile and the at least one second electronic account of the second user profile based on the timestamp.

9. The method of claim 1, further comprising:

parsing, by the one or more processors, the first email to determine a context of the first email;

comparing, by the one or more processors, the context of the first email with a predetermined list comprising a plurality of restricted contexts to determine at least one match; and

selecting, by the one or more processors, the threshold based on the at least one match.

10. The method of claim 1, further comprising:

receiving, by the one or more processors, a request from a data source provider of the plurality of data source providers associated with the first email, the request indicating an electronic activity management preference;

generating, by the one or more processors, an electronic activity management tag corresponding to the electronic activity management preference, the electronic activity management tag used to restrict use of information corresponding to emails received from the data source provider;

storing, by the one or more processors, in the one or more data structures, a second association between the electronic activity management tag and the first user profile or the second user profile; and

restricting, by the one or more processors, the information corresponding to the emails received from the data source provider from being stored in the one or more data structures.

11. The method of claim 1, wherein identifying the first user profile further comprises:

determining, by the one or more processors, a first activity field-value pair associated with a participant of the first email; and

determining, by the one or more processors, that the first user profile includes a first node field-value pair that matches the first activity field-value pair determined from the first email.

12. A system, comprising:

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

access data of a plurality of emails transmitted or received via electronic accounts associated with a plurality of data source providers, the one or more hardware processors maintaining a plurality of user profiles and configured to update the plurality of user profiles using the plurality of emails;

identify, from data included in a first email of the plurality of emails, a first user profile with which to associate the first email;

determine, from at least one data structure maintaining an association between a first subset of the plurality of emails and the first user profile, a first number of emails transmitted by at least one first electronic account of the first user profile to at least one second electronic account of a second user profile;

restrict storing the data of the first email in one or more data structures responsive to determining that the first number of emails fails to satisfy a threshold;

identify a second email associated with the first user profile, the second email transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile;

update a count of emails transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile from the first number of emails to a second number of emails transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile; and

store data of the second email in the one or more data structures responsive to determining that the count of emails satisfies the threshold.

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

identify a data source provider of the plurality of data source providers associated with the first email; and

send an instruction to the data source provider to cause the data source provider to delete information corresponding to a third email from a memory element responsive to determining that the count of emails does not satisfy the threshold.

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

identify a data source provider of the plurality of data source providers associated with the first email and the second email;

select the threshold based on the data source provider associated with the first email and the second email.

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

modify the first email according to a storage policy to generate a modified first email; and

store information corresponding to the modified first email in the one or more data structures.

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

identify a first field-value pair of the first user profile or the second user profile;

determine the threshold using the first field-value pair of the first user profile or the second user profile.

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

access data of a plurality of emails transmitted or received via electronic accounts associated with a plurality of data source providers, the one or more processors maintaining a plurality of user profiles and configured to update the plurality of user profiles using the plurality of emails;

identify, from data included in a first email of the plurality of emails, a first user profile with which to associate the first email;

determine, from at least one data structure maintaining an association between a first subset of the plurality of emails and the first user profile, a first number of emails transmitted by at least one first electronic account of the first user profile to at least one second electronic account of a second user profile;

restrict storing data of the first email in one or more data structures responsive to determining that the first number of emails fails to satisfy a threshold;

identify a second email associated with the first user profile, the second email transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile;

update a count of emails transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile from the first number of emails to a second number of emails transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile; and

store data of the second email in the one or more data structures responsive to determining that the count of emails satisfies the threshold.

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

identify a data source provider of the plurality of data source providers associated with the first email; and

send an instruction to the data source provider to cause the data source provider to delete information corresponding to a third email from a memory element responsive to determining that the count of emails does not satisfy the threshold.

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

identify a data source provider of the plurality of data source providers associated with the first email and the second email;

select the threshold based on the data source provider associated with the first email and the second email.

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

modify the first email according to a storage policy to generate a modified first email; and

store information corresponding to the modified first email in the one or more data structures.