# US 10,503,719 B1 · Systems and methods for updating field-value pairs of record objects using electronic activities

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- Number: US 10,503,719 B1
- Document ID: US10503719B1
- Status: Granted
- Kind: B1
- Application number: 16/371,039
- Filed: 2019-03-31
- Published: 2019-11-28
- Granted: 2019-12-10
- Earliest claimed: 2018-05-24
- Assignees: People.ai, Inc.
- Applicants: People.ai, Inc.
- Inventors: Devin Rice; Stefan Hermanek; Wei Hai; Oleg Rogynskyy; Rajit Kurien Joseph
- Web page: https://patentgrep.com/patent/US10503719B1

## CPC

- G06Q 10/107: Computer-aided management of electronic mailing [e-mailing]
- G06F 7/14: Merging, i.e. combining at least two sets of record carriers each arranged in the same ordered sequence to produce a single set having the same ordered sequence
- G06F 9/542: {Event management; Broadcasting; Multicasting; Notifications}
- G06F 11/3024: {where the computing system component is a central processing unit [CPU]}
- G06F 11/3452: {Performance evaluation by statistical analysis}
- G06F 11/3495: {for systems}
- G06F 16/122: {using management policies (point-in-time backing up or restoration of persistent data G06F11/1446; file migration policies for HSM systems G06F16/185)}
- G06F 16/1734: {Details of monitoring file system events, e.g. by the use of hooks, filter drivers, logs}
- G06F 16/178: Techniques for file synchronisation in file systems
- G06F 16/182: Distributed file systems
- G06F 16/212: {with details for data modelling support}
- G06F 16/215: Improving data quality; Data cleansing, e.g. de-duplication, removing invalid entries or correcting typographical errors
- G06F 16/219: {Managing data history or versioning (querying versioned data G06F16/2474; querying temporal data G06F16/2477)}
- G06F 16/22: Indexing; Data structures therefor; Storage structures
- G06F 16/221: {Column-oriented storage; Management thereof}
- G06F 16/2228: {Indexing structures}
- G06F 16/2264: {Multidimensional index structures}
- G06F 16/2272: {Management thereof}
- G06F 16/23: Updating
- G06F 16/235: {Update request formulation}
- G06F 16/2358: {Change logging, detection, and notification (replication G06F16/27)}
- G06F 16/2365: {Ensuring data consistency and integrity}
- G06F 16/2379: {Updates performed during online database operations; commit processing}
- G06F 16/2386: {Bulk updating operations (data conversion details G06F16/258)}
- G06F 16/245: Query processing
- G06F 16/24558: {Binary matching operations}
- G06F 16/24564: {Applying rules; Deductive queries}
- G06F 16/2457: with adaptation to user needs
- G06F 16/24575: {using context}
- G06F 16/24578: {using ranking}
- G06F 16/2477: {Temporal data queries}
- G06F 16/254: {Extract, transform and load [ETL] procedures, e.g. ETL data flows in data warehouses}
- G06F 16/256: {in federated or virtual databases}
- G06F 16/26: Visual data mining; Browsing structured data
- G06F 16/27: Replication, distribution or synchronisation of data between databases or within a distributed database system; Distributed database system architectures therefor
- G06F 16/273: {Asynchronous replication or reconciliation}
- G06F 16/28: Databases characterised by their database models, e.g. relational or object models
- G06F 16/285: {Clustering or classification}
- G06F 16/288: {Entity relationship models}
- G06F 16/289: {Object oriented databases}
- G06F 16/29: Geographical information databases
- G06F 16/313: {Selection or weighting of terms for indexing}
- G06F 16/337: {Profile generation, learning or modification}
- G06F 16/355: Creation or modification of classes or clusters
- G06F 16/901: Indexing; Data structures therefor; Storage structures (for retrieval from the web G06F16/951)
- G06F 16/9024: {Graphs; Linked lists (G06F16/9027 takes precedence)}
- G06F 16/90344: {by using string matching techniques}
- G06F 16/9035: Filtering based on additional data, e.g. user or group profiles
- G06F 16/906: Clustering; Classification
- G06F 16/93: Document management systems
- G06F 16/9535: Search customisation based on user profiles and personalisation
- G06F 21/6218: {to a system of files or objects, e.g. local or distributed file system or database}
- G06F 21/6245: {Protecting personal data, e.g. for financial or medical purposes}
- G06F 40/20: Natural language analysis (semantic analysis of natural language G06F40/30)
- G06F 40/237: Lexical tools
- G06F 40/295: Named entity recognition
- G06F 40/30: Semantic analysis
- G06N 3/08: Learning methods
- G06N 3/09: Supervised learning
- G06N 5/022: Knowledge engineering; Knowledge acquisition
- G06N 5/025: Extracting rules from data
- G06N 5/04: Inference or reasoning models
- G06N 7/02: using fuzzy logic (computing arrangements based on biological models G06N3/00; computing arrangements using knowledge-based models G06N5/00)
- 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)
- G06Q 10/063114: {Status monitoring or status determination for a person or group}
- G06Q 10/06312: {Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling}
- G06Q 10/06315: {Needs-based resource requirements planning or analysis}
- G06Q 10/06393: {Score-carding, benchmarking or key performance indicator [KPI] analysis}
- G06Q 10/06398: {Performance of employee with respect to a job function}
- G06Q 10/109: Time management, e.g. calendars, reminders, meetings or time accounting
- G06Q 10/1091: Recording time for administrative or management purposes
- G06Q 10/1093: Calendar-based scheduling for persons or groups
- G06Q 10/40: Business processes related to social networking or social networking services
- G06Q 30/0201: Market modelling; Market analysis; Collecting market data
- G06Q 50/22: Social work or social welfare, e.g. community support activities or counselling services
- G16H 50/20: for computer-aided diagnosis, e.g. based on medical expert systems
- H04L 12/14: Charging, metering or billing arrangements specially adapted for data communications, e.g. authentication, authorisation and accounting [AAA] framework
- H04L 12/1831: {Tracking arrangements for later retrieval, e.g. recording contents, participants activities or behavior, network status}
- H04L 41/082: the condition being updates or upgrades of network functionality
- H04L 41/14: Network analysis or design
- H04L 43/026: using flow identification
- H04L 43/045: for graphical visualisation of monitoring data
- H04L 43/062: related to network traffic
- H04L 43/065: related to network devices
- H04L 43/067: using time frame reporting
- H04L 43/0876: Network utilisation, e.g. volume of load or congestion level
- H04L 43/14: {using software, i.e. software packages (network security related monitoring H04L63/1408)}
- H04L 51/046: Interoperability with other network applications or services
- H04L 51/212: using filtering or selective blocking
- H04L 51/234: for tracking messages
- H04L 51/42: Mailbox-related aspects, e.g. synchronisation of mailboxes
- H04L 61/45: Network directories; Name-to-address mapping
- H04L 67/125: involving control of end-device applications over a network
- H04L 67/30: Profiles
- H04L 67/303: Terminal profiles
- H04L 67/306: User profiles
- H04L 67/535: {Tracking the activity of the user (network monitoring arrangements H04L43/00; recording of computer activity G06F11/34)}
- 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)}
- H04M 3/5175: {Call or contact centers supervision arrangements}
- 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}
- H04M 15/41: {Billing record details, i.e. parameters, identifiers, structure of call data record [CDR]}
- H04M 15/58: {based on statistics of usage or network monitoring}
- H04M 15/60: {based on actual use of network resources}
- H04M 15/66: {Policy and charging system}
- H04M 15/755: {Account identification}
- H04W 4/24: Accounting or billing
- G06F 40/205: Parsing
- G06N 20/00: Machine learning
- G06Q 10/10: Office automation; Time management
- G16H 15/00: ICT specially adapted for medical reports, e.g. generation or transmission thereof
- G16H 50/30: for calculating health indices; for individual health risk assessment
- H04L 12/1407: {Policy-and-charging control [PCC] architecture}
- H04L 43/08: Monitoring or testing based on specific metrics, e.g. QoS, energy consumption or environmental parameters
- H04L 61/4594: Address books, i.e. directories containing contact information about correspondents (telephone directories in user terminals H04M1/27453)
- H04L 2101/00: Indexing scheme associated with group H04L61/00
- H04L 2101/35: containing special prefixes
- H04L 2101/37: E-mail addresses
- H04M 3/2218: {Call detail recording}
- H04M 3/56: Arrangements for connecting several subscribers to a common circuit, i.e. affording conference facilities (video conference systems H04N7/15)
- H04M 15/50: {for cross-charging network operators}
- H04M 2203/556: Statistical analysis and interpretation
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06N: COMPUTING ARRANGEMENTS BASED ON SPECIFIC COMPUTATIONAL MODELS
- G16H: HEALTHCARE INFORMATICS, i.e. INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR THE HANDLING OR PROCESSING OF MEDICAL OR HEALTHCARE DATA
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)
- H04M: TELEPHONIC COMMUNICATION (circuits for controlling other apparatus via a telephone cable and not involving telephone switching apparatus G08)
- H04W: WIRELESS COMMUNICATION NETWORKS (broadcast communication H04H; communication systems using wireless links for non-selective communication, e.g. wireless extensions H04M1/72)

## Abstract

The present disclosure relates to methods, systems, and storage media for updating field-value pairs of record objects using electronic activities linked to the record objects. The method can maintain a plurality of node profiles corresponding to a plurality of unique entities; access a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers; identify a record object of a plurality of record objects of one or more systems of record; match electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object; identify a node profile matched with the electronic activity of the plurality of electronic activities; determine a weighting factor for the electronic activity; and update a stage field of the record object to a second stage value indicating a second proximity to the completion of the event.

## Claims

### Claim 1

A method comprising:
maintaining, by one or more processors, a plurality of node profiles corresponding to a plurality of unique entities, each node profile including a plurality of fields, each field of the plurality of fields including one or more values;
accessing, by the one or more processors, data from a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers, the one or more processors configured to update the plurality of node profiles using the plurality of electronic activities;
identifying, by the one or more processors, a record object of a plurality of record objects of one or more systems of record, the record object comprising one or more object field-value pairs including a stage field-value pair, the stage field-value pair including a stage field and a stage value selected from a plurality of stage values, each stage value of the plurality of stage values indicating a respective proximity to a completion of an event corresponding to the record object;
matching, by the one or more processors, an electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object;
identifying, by the one or more processors, from data of the electronic activity, one or more participants of the electronic activity matched to the record object;
determining, by the one or more processors, from a node profile of the plurality of node profiles corresponding to the at least one participant or from the content of the electronic activity, one or more of a title or a department of the at least one participant;
determining, by the one or more processors, that the title or the department of the at least one participant satisfies a stage updating policy, the stage updating policy including one or more rules for updating stage values of the stage field of the record object using the title or the department of the at least one participant; and
updating, by the one or more processors, responsive to determining that the title or the department of the at least one participant satisfies the stage updating policy, the stage field of the record object from a first stage value to a second stage value indicating a second proximity to the completion of the event.

### Claim 2 (depends on 1)

The method of claim 1, further comprising:
determining, by the one or more processors, to associate the at least one participant with the record object based on a set of participants of the electronic activity and a set of participants associated with the record object;
determining, by the one or more processors, a position score of the at least one participant from a field-value pair of a node profile associated with the at least one participant, the position score based on at least one of the title or the department of the participant; and
wherein updating the stage field comprises updating, by the one or more processors, the stage field based on the position score of the at least one participant being greater than a position score of each of the set of participants associated with the record object.

### Claim 3 (depends on 2)

The method of claim 2, further comprising determining the position score of the at least one participant based on a position policy indicating a relative ranking of a plurality of positions.

### Claim 4 (depends on 1)

The method of claim 1, further comprising:
determining, by the one or more processors, a relationship between the node profile and a second node profile of the plurality of node profiles, wherein the second node profile is associated with a participant linked with the record object; and
wherein updating the stage field comprises updating, by the one or more processors, the stage field of the record object based on the relationship between the node profile and the second node profile.

### Claim 5 (depends on 1)

The method of claim 1, further comprising:
determining, by the one or more processors, a classification associated with the node profile based on one or more field-value pairs;
selecting, by the one or more processors, a subset of the node profiles, each of the subset of the node profiles associated with the record object and of the classification; and
wherein updating the stage field comprises updating, by the one or more processors, the stage field based on a comparison of a position score of the node profile to a position score of each of the subset of the node profiles.

### Claim 6 (depends on 1)

The method of claim 1, further comprising:
identifying, by the one or more processors, a subset of the plurality of electronic activities matched with the record object; and
determining, by the one or more processors, an initial stage of the record object based on one or more node profiles of the plurality of node profiles associated with the subset of the plurality of electronic activities.

### Claim 7 (depends on 6)

The method of claim 6, wherein determining the initial stage of the record object further comprises determining the initial stage based on tags assigned to the subset of the plurality of electronic activities.

### Claim 8 (depends on 1)

The method of claim 1, further comprising determining a shadow record object in a shadow system of record corresponding to the record object.

### Claim 9 (depends on 8)

The method of claim 8, further comprising:
mapping, by the one or more processors, the second stage value to a mapped second stage value; and
storing, by the one or more processors, the mapped second stage value to a stage field of the record object.

### Claim 10

A system comprising:
one or more hardware processors configured by machine-readable instructions to:
maintain a plurality of node profiles corresponding to a plurality of unique entities, each node profile including a plurality of fields, each field of the plurality of fields including one or more values;
access data from a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers, the one or more processors configured to update the plurality of node profiles using the plurality of electronic activities;
identify a record object of a plurality of record objects of one or more systems of record, the record object comprising one or more object field-value pairs including a stage field-value pair, the stage field-value pair including a stage field and a stage value selected from a plurality of stage values, each stage value of the plurality of stage values indicating a respective proximity to a completion of an event corresponding to the record object;
match an electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object;
identify, from data of the electronic activity, one or more participants of the electronic activity matched to the record object;
determine, from a node profile of the plurality of node profiles corresponding to the at least one participant or from the content of the electronic activity, one or more of a title or a department of the at least one participant;
determining, by the one or more processors, that the title or the department of the at least one participant satisfies a stage updating policy, the stage updating policy including one or more rules for updating stage values of the stage field of the record object using the title or the department of the at least one participant; and
update, responsive to determining that the title or the department of the at least one participant satisfies the stage updating policy, the stage field of the record object from a first stage value to a second stage value indicating a second proximity to the completion of the event.

### Claim 11 (depends on 10)

The system of claim 10, wherein the one or more hardware processors are further configured by machine-readable instructions to:
determine to associate the at least one participant with the record object based on a set of participants of the electronic activity and a set of participants associated with the record object;
determine a position score of the at least one participant from a field-value pair of a node profile associated with the at least one participant, the position score based on at least one of the title or the department of the at least one participant; and
wherein to update the stage field, the one or more hardware processors are further configured to update the stage field based on the position score of the at least one participant being greater than a position score of each of the set of participants associated with the record object.

### Claim 12 (depends on 11)

The system of claim 11, wherein the one or more hardware processors are further configured by machine-readable instructions to determine the position score of the at least one participant based on a position policy indicating a relative ranking of a plurality of positions.

### Claim 13 (depends on 10)

The system of claim 10, wherein the node profile of the plurality of node profiles is associated with a participant of the electronic activity different than the participants associated with the record object.

### Claim 14 (depends on 10)

The system of claim 10, wherein the one or more hardware processors are further configured by machine-readable instructions to:
determine a relationship between the node profile and a second node profile of the plurality of node profiles, wherein the second node profile is associated with a participant linked with the record object; and
wherein to update the stage field, the one or more hardware processors are further configured to update the stage field of the record object based on the relationship between the node profile and the second node profile.

### Claim 15 (depends on 10)

The system of claim 10, wherein the one or more hardware processors are further configured by machine-readable instructions to:
determine a classification associated with the node profile based on one or more field-value pairs;
select, by the one or more processors, a subset of the node profiles, each of the subset of the node profiles associated with the record object and of the classification; and
wherein to update the stage field, the one or more hardware processors are further configured to update the stage field based on a comparison of a position score of the node profile to a position score of each of the subset of the node profiles.

### Claim 16 (depends on 10)

The system of claim 10, wherein the one or more hardware processors are further configured by machine-readable instructions to:
identify a subset of the plurality of electronic activities matched with the record object;
determine an initial stage of the record object based on one or more node profiles of the plurality of node profiles associated with the subset of the plurality of electronic activities.

### Claim 17 (depends on 16)

The system of claim 16, wherein determining the initial stage of the record object further comprises determining the initial stage based on tags assigned to the subset of the plurality of electronic activities.

### Claim 18 (depends on 10)

The system of claim 10, wherein the one or more hardware processors are further configured by machine-readable instructions to determine a shadow record object in a shadow system of record corresponding to the record object.

### Claim 19

A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to:
maintain a plurality of node profiles corresponding to a plurality of unique entities, each node profile including a plurality of fields, each field of the plurality of fields including one or more values;
access data from a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers, the one or more processors configured to update the plurality of node profiles using the plurality of electronic activities;
identify a record object of a plurality of record objects of one or more systems of record, the record object comprising one or more object field-value pairs including a stage field-value pair, the stage field-value pair including a stage field and a stage value selected from a plurality of stage values, each stage value of the plurality of stage values indicating a respective proximity to a completion of an event corresponding to the record object;
match an electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object;
identify, from data of the electronic activity, one or more participants of the electronic activity matched to the record object;
determine, from a node profile of the plurality of node profiles corresponding to the at least one participant or from the content of the electronic activity, one or more of a title or a department of the at least one participant;
determining, by the one or more processors, that the title or the department of the at least one participant satisfies a stage updating policy, the stage updating policy including one or more rules for updating stage values of the stage field of the record object using the title or the department of the at least one participant; and
update, responsive to determining that the title or the department of the at least one participant satisfies the stage updating policy, the stage field of the record object from a first stage value to a second stage value indicating a second proximity to the completion of the event.