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

• Current Assignee: People.ai, Inc.
• Original Assignee: People.ai, Inc.
• Inventors: Rogynskyy, Oleg, Markovsky, Yury, Lutsaievska, Tetiana, Wulf, John
• Primary Examiner(s): Shanmugasundaram, Kannan
• Application Number:
  US16/418,846
• Publication Number:
  US 20190361929A1
• Time in Patent Office: 385 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: G06F 16/9024 : Graphs; Linked lists G06F16/9027 takes precedence
• CPC Class Codes: G06F 16/90344 : by using string matching techniques
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• CPC Class Codes: G06F 21/6218 : to a system of files or objects, e.g. local or distributed file system or database
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• CPC Class Codes: G06F 9/542 : Event management; Broadcasting; Multicasting; Notifications
• CPC Class Codes: G06N 20/00 : Machine learning
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• 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
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• CPC Class Codes: G06Q 10/107 : Computer-aided management of electronic mailing [e-mailing]
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• CPC Class Codes: G06Q 10/1091 : Recording time for administrative or management purposes
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• 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

The present disclosure relates to systems and methods for filtering electronic activities. Exemplary implementations may include ingesting a first electronic activity; identifying an associated entity; and selecting a first filtering model based on the entity, the first filtering model trained to indicate whether to restrict further processing of ingested electronic activities. The method may further include generating a plurality of structured data tags for the first electronic activity; applying the selected first filtering model to the plurality of structured data tags for the first electronic activity to determine whether the first electronic activity satisfies a first restriction condition; and responsive to the first electronic activity satisfying the first restriction condition, restricting the first electronic activity from further processing; or responsive to the first electronic activity not satisfying the first restriction condition, further processing, by the one or more processors, the first electronic activity.

Claims

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.

2. The method of claim 1, further comprising responsive to the first electronic activity not satisfying the first restriction condition and not satisfying the second restriction condition, updating, by the one or more processors, the profile matching the first electronic activity.

3. The method of claim 1, wherein generating, by the one or more processors, the second plurality of structured data tags for the first electronic activity includes applying at least one of natural language processing or named entity recognition to the first electronic activity.

4. The method of claim 1, wherein:

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 generates a filter score, and

determining, by the one or more processors, whether the first electronic activity satisfies the first restriction condition comprises comparing the filter score to a threshold.

5. The method of claim 1, further comprising:

selecting, by the one or more processors, the second filtering model based on a corresponding structured data tag of the second plurality of structured data tags for the first electronic activity;

applying, by the one or more processors, the selected second filtering model to the corresponding structured data tag to determine whether the first electronic activity satisfies the second restriction condition; and

restricting, by the one or more processors, the first electronic activity responsive to the first electronic activity satisfying the second restriction condition.

6. The method of claim 1, further comprising:

redacting, by the one or more processors, the first electronic activity responsive to identifying a portion of the first electronic activity that causes the first electronic activity to satisfy the first restriction condition;

generating, by the one or more processors, electronic activity data using the first electronic activity, the electronic activity data omitting or encoding the identified portion; and

updating, by the one or more processors, a first profile matching the first electronic activity using the electronic activity data.

7. The method of claim 1, further comprising:

receiving, by the one or more processors, an indication that the first electronic activity is not to be restricted; and

updating, by the one or more processors, the first filtering model based on the indication and based on whether the first electronic activity satisfied the first restriction condition.

8. A system, comprising:

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

access 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;

identify the group entity associated with the electronic account via which the first electronic activity is accessible;

select a first filtering model based on the member 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;

generate 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;

apply 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;

determine 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;

select 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;

apply 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, match the first electronic activity to a record object of a system of record corresponding to the group entity.

9. The system of claim 8, wherein responsive to the first electronic activity not satisfying the first restriction condition and not satisfying the second restriction condition, the one or more processors are further configured by the machine-readable instructions to update the profile matching the first electronic activity.

10. The system of claim 8, wherein to generate the second plurality of structured data tags for the first electronic activity, the one or more processors further configured to apply at least one of natural language processing or named-entity recognition to the first electronic activity.

11. The system of claim 8, wherein the one or more processors configured by machine-readable instructions to:

apply the selected first filtering model to the second plurality of structured data tags for the first electronic activity generates a filter score, and

determine whether the first electronic activity satisfies the first restriction condition comprises comparing the filter score to a threshold.

12. The system of claim 8, wherein the one or more processors configured by machine-readable instructions to:

select the second filtering model based on a corresponding structured data tag of the second plurality of structured data tags for the first electronic activity;

apply the selected second filtering model to the corresponding structured data tag to determine whether the first electronic activity satisfies the second restriction condition; and

restrict the first electronic activity responsive to the first electronic activity satisfying the second restriction condition.

13. The system of claim 8, wherein the one or more processors configured by machine-readable instructions to:

redact the first electronic activity responsive to identifying a portion of the first electronic activity that causes the first electronic activity to satisfy the first restriction condition;

generate electronic activity data using the first electronic activity, the electronic activity data omitting or encoding the identified portion; and

update a first profile matching the first electronic activity using the electronic activity data.

14. The system of claim 8, wherein the one or more processors configured by machine-readable instructions to:

receive an indication that the first electronic activity is not to be restricted; and

update the first filtering model based on the indication and based on whether the first electronic activity satisfied the first restriction condition.

15. A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to perform a method, the method comprising:

accessing, 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 the group entity belonging to a member entity;

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

identifying the group entity associated with the electronic account via which the first electronic activity is accessible;

selecting a first filtering model based on the member 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 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 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 a category to which the member entity belongs based on a profile corresponding to the member entity, the profile including one or more field-value pairs, the one or more field-value pairs including at least one value identified from electronic activities identifying the electronic account of the member entity;

selecting 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 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;

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

16. The non-transitory computer-readable storage medium having instructions embodied thereon of claim 15, wherein responsive to the first electronic activity not satisfying the first restriction condition and not satisfying the second restriction condition, updating the profile matching the first electronic activity.

17. The non-transitory computer-readable storage medium having instructions embodied thereon of claim 15, wherein generating more the second plurality of structured data tags for the first electronic activity includes applying at least one of natural language processing or named entity recognition to the first electronic activity.