System and method for determining organizational hierarchy from business card data

• US 9,268,822 B2
• Filed: 04/25/2013
• Issued: 02/23/2016
• Est. Priority Date: 07/18/2012
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Wong, Fang
• Primary Examiner(s): Morrison, Jay
• Assistant Examiner(s): Hoang, Ken
• Application Number:
  US13/870,780
• Publication Number:
  US 20140025686A1
• Time in Patent Office: 1,034 Days
• Field of Search: 707/E17.014, 707/769, 707/999.01, 707/722, 707/E17.001, 707/E17.109, 707/723, 707/999.001, 707/999.003, 707/999.107, 707/E17.009, 707/E17.044, 707/E17.059, 707/E17.089, 707/E17.11, 707/688, 707/689, 707/709, 707/710, 707/737, 707/740, 707/748, 707/749, 707/754, 707/756, 707/802, 707/999.002, 707/999.009, 707/999.102, 707/999.104, 707/999.2, 709/224, 709/203, 709/204, 709/217, 709/218, 709/219, 709/226, 709/245, 709/246, 709/200, 709/201, 709/202, 709/206, 709/212, 709/216, 709/220, 709/221, 709/229, 709/231, 705/37, 705/14.12, 705/14.4, 705/14.64, 705/1.1, 705/26.1, 705/30, 705/31, 705/313, 705/317, 705/35, 705/39, 705/7.13, 705/7.14, 705/14.1, 705/14.14, 705/14.23, 705/14.49, 705/14.53, 705/14.58, 705/14.66, 705/14.69, 705/14.72, 705/26.8, 705/28, 705/305, 705/307, 705/32, 705/320, 705/34, 705/342, 705/347, 705/38, 705/400, 705/500, 705/7.11, 726/1, 726/26, 726/27, 726/28, 726/17, 726/2, 726/30
• US Class Current: 1/1
• CPC Class Codes: G06F 16/24578 using ranking
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A system and method for determining organizational hierarchy from contact data. A phrase having multiple terms representing a job title is received and converted to lower case, then concatenated with a symbol to separate the terms. The phrase is compared to a training set of predefined normalized phrases representing known job titles. If a match is found, a data record is created or updated with organizational hierarchy information associated with the matched phrase in the training set. If a match is not found, a term is removed from the phrase and the comparison repeated.

Claims

1. A method for operating a database to determine an organizational hierarchy from contact data, the database being configured to store the contact data as a plurality of contact records, each contact record having a defined set of entities, including at least a name and a title, comprising:

receiving contact data at the database including a phrase representing a title, the phrase having a plurality of terms;

converting each term of the phrase to lower case;

concatenating the plurality of converted terms using a symbol to separate the terms thereby forming a normalized phrase, then setting a test phrase equal to the normalized phrase;

generating one or more sets of defined phrases; and

comparing the test phrase to the sets of defined phrases, the sets of defined phrases representing known titles and stored in one or more lookup table as normalized phrases, each of the lookup table including organizational hierarchy information corresponding to each known title and a rank and a weight associated with the organizational hierarchy information;

wherein, if the test phrase matches a first phrase in the set of defined phrases, a contact record for the received contact data is updated to include the organizational hierarchy information and the rank and weight corresponding with the matching first phrase in the lookup table; and

wherein, if the test phrase does not match any phrase in the set of defined phrases, the test phrase is shortened by removing a term, and the comparison step is repeated with the shortened test phrase.

2. The method of claim 1, the comparison step further comprising the test phrase being shortened by removing the term from the end of the test phrase.

3. The method of claim 2, further comprising, if there are no more terms to remove in the test phrase:

retrieving the normalized phrase, then setting the test phrase equal to the normalized phrase;

shortening the test phrase by removing a term at the start of the test phrase; and

repeating the comparison step with the shortened test phrase.

4. The method of claim 1, wherein the organizational hierarchy information is rank.

5. The method of claim 1, wherein the organizational hierarchy information is department.

6. The method of claim 1, wherein the weights are a measure of a likelihood that the organizational hierarchy information corresponds to the title.

7. The method of claim 1, further comprising generating a second lookup table to include titles with corresponding departments and weights.

8. The method of claim 1, the step of updating the contact record further comprising creating or updating the contact record.

9. A non-transitory computer-readable storage medium encoded with executable instructions for determining organizational hierarchy from contact data, wherein a database is configured to store the contact data as a plurality of contact records, each contact record having a defined set of entities, including at least a name and a title, the instructions comprising:

receiving contact data at the database including a phrase representing a title, the phrase having a plurality of terms;

converting each term of the phrase to lower case;

concatenating the plurality of converted terms using a symbol to separate the terms thereby forming a normalized phrase, then setting a test phrase equal to the normalized phrase;

generating one or more sets of defined phrases; and

comparing the test phrase to the sets of defined phrases, the sets of defined phrases representing known titles and stored in one or more lookup table as normalized phrases, each of the lookup table including organizational hierarchy information corresponding to each known title and a rank and a weight associated with the organizational hierarchy information;

wherein, if the test phrase matches a first phrase in the set of defined phrases, a contact record for the received contact data is updated to include the organizational hierarchy information and the rank and weight corresponding with the matching first phrase in the lookup table; and

wherein, if the test phrase does not match any phrase in the set of defined phrases, the test phrase is shortened by removing a term, and the comparison step is repeated with the shortened test phrase.

10. The computer-readable storage medium of claim 9, the instructions further comprising shortening the test phrase by removing the term from the end of the test phrase.

11. The computer-readable storage medium of claim 10, the instructions further comprising, when there are no more terms to remove in the test phrase:

retrieving the normalized phrase, then setting the test phrase equal to the normalized phrase;

shortening the test phrase by removing a term at the start of the test phrase; and

repeating the comparison step with the shortened test phrase.

12. The computer-readable storage medium of claim 9, further comprising generating a second lookup table to include titles with corresponding departments and weights.

13. A system for determining organizational hierarchy from contact data, wherein the system is configured to store the contact data as a plurality of contact records, each contact record having a defined set of entities, including at least a name and a title, comprising:

a processor; and

a non-transitory computer readable medium storing a plurality of instructions which, when executed by the processor, cause the processor to carry out the steps of;

receiving contact data including a phrase representing a title, the phrase having a plurality of terms;

converting each term of the phrase to lower case;

concatenating the plurality of converted terms using a symbol to separate the terms thereby forming a normalized phrase, then setting a test phrase equal to the normalized phrase;

generating one or more sets of defined phrases; and

comparing the test phrase to the sets of defined phrases, the sets of defined phrases representing known titles and stored in one or more lookup table as normalized phrases, each of the lookup table including organizational hierarchy information corresponding to each known title and a rank and a weight associated with the organizational hierarchy information;

wherein, if the test phrase matches a first phrase in the set of defined phrases, a contact record for the received contact data is updated to include the organizational hierarchy information and the rank and weight corresponding with the matching first phrase in the lookup table; and

wherein, if the test phrase does not match any phrase in the set of defined phrases, the test phrase is shortened by removing a term, and the comparison step is repeated with the shortened test phrase.

14. The system of claim 13, the instructions further comprising shortening the test phrase by removing the term from the end of the test phrase.

15. The system of claim 14, the instructions further comprising, when there are no more terms to remove in the test phrase:

retrieving the normalized phrase, then setting the test phrase equal to the normalized phrase;

shortening the test phrase by removing a term at the start of the test phrase; and

repeating the comparison step with the shortened test phrase.

16. A method for operating a database to determine relevant information from an incoming data stream, the database being configured to store data records each having a defined set of entities, including at least a first entity, comprising:

receiving a phrase having a plurality of terms;

converting each term of the received phrase to a normalized format thereby forming a normalized phrase;

setting a test phrase equal to the normalized phrase;

generating one or more sets of defined phrases; and

comparing the test phrase to the sets of defined phrases, the sets of defined phrases representing known titles and stored in one or more lookup table as normalized phrases, each of the lookup table including organizational hierarchy information corresponding to each known title and a rank and a weight associated with the organizational hierarchy information;

wherein, if the test phrase matches a first phrase in the set of defined phrases, a data record for the received data stream is updated to include the relevant information and the rank and weight corresponding with the matching first phrase in the lookup table; and

wherein, if the test phrase does not match any phrase in the set of defined phrases, the test phrase is shortened by removing a term, and the comparison step is repeated with the shortened test phrase.