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Systems and methods for auto discovery of filters and processing electronic activities using the same

  • US 10,679,001 B2
  • Filed: 05/21/2019
  • Issued: 06/09/2020
  • Est. Priority Date: 05/24/2018
  • Status: Active Grant
First Claim
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1. A method, comprising:

  • accessing, by one or more processors, from a plurality of electronic accounts corresponding to member entities associated with a group entity, data corresponding to a plurality of first electronic activities, each first electronic activity of the plurality of first electronic activities accessible via a respective electronic account of a member entity belonging to the group entity;

    for each first electronic activity of the plurality of first electronic activities;

    identifying, by the one or more processors, the group entity associated with the electronic account via which the first electronic activity is accessible;

    selecting, by the one or more processors, a first filtering model based on the group entity, the first filtering model trained to indicate whether to restrict further processing of accessed electronic activities using first training data corresponding to a plurality of second electronic activities, each second electronic activity of the plurality of second electronic activities represented using a first plurality of structured data tags, at least one second electronic activity of the plurality of second electronic activities labeled to be restricted from further processing;

    generating, by the one or more processors, a second plurality of structured data tags for the first electronic activity by identifying one or more keywords of the first electronic activity, one or more character strings of the first electronic activity satisfying a predetermined regular expression pattern, or one or more participants of the first electronic activity;

    applying, by the one or more processors, the selected first filtering model to the second plurality of structured data tags for the first electronic activity to determine whether the first electronic activity satisfies a first restriction condition;

    determining, by the one or more processors, a category to which the member entity belongs based on at least one value of a job title field, a seniority field or a department field of a profile corresponding to the member entity, the at least one value identified from electronic activities identifying the electronic account of the member entity;

    selecting, by the one or more processors, a second filtering model based on the category of the member entity, the second filtering model trained to indicate whether to restrict further processing of accessed electronic activities using second training data corresponding to a plurality of third electronic activities, each third electronic activity of the plurality of third electronic activities represented using a third plurality of structured data tags, at least one third electronic activity of the plurality of third electronic activities labeled to be restricted from further processing;

    applying, by the one or more processors, the selected second filtering model to the second plurality of structured data tags for the first electronic activity to determine whether the first electronic activity satisfies a second restriction condition; and

    responsive to the first electronic activity not satisfying the first restriction condition and not satisfying the second restriction condition, matching, by the one or more processors, the first electronic activity to a record object of a system of record corresponding to the group entity.

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