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SYSTEMS AND METHODS FOR IDENTIFYING A SEQUENCE OF EVENTS AND PARTICIPANTS FOR RECORD OBJECTS

  • US 20200133953A1
  • Filed: 12/23/2019
  • Published: 04/30/2020
  • 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, a plurality of record objects of a system of record of a data source provider, each record object of the plurality of record objects corresponding to a respective group entity, each record object comprising one or more object field-value pairs and linked to one or more electronic activities;

    identifying, by the one or more processors, a subset of record objects of the plurality of record objects associated with a group entity and having a first record object status;

    identifying, by the one or more processors, for each record object of the subset of record objects, one or more electronic activities linked to the record object, each electronic activity identifying one or more participants and corresponding to at least one event;

    determining, by the one or more processors, for each record object of the subset of record objects, an event-participant pattern based on the electronic activities linked to the record object, the event-participant pattern including at least a first event performed by a first participant type and a second event performed by a second participant type;

    identifying, by the one or more processors, electronic activities linked with a second record object of the plurality of record objects;

    determining, by the one or more processors, from the identified electronic activities linked with the second record object, that the first event is performed by the first participant type and the second event is not yet performed by the second participant type;

    generating, by the one or more processors, a content item identifying an action to trigger a performance of the second event by at least one participant of the second participant type to update a record object status of the second record object to the record object status of the first record object; and

    transmitting, by the one or more processors, the content item to a device of a participant of at least one electronic activity linked with the second record object.

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