# US 10,503,783 B1 · Systems and methods for generating new record objects based on electronic activities

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- Number: US 10,503,783 B1
- Document ID: US10503783B1
- Status: Granted
- Kind: B1
- Application number: 16/371,037
- 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: Jose Alberto Muniz Navarro; Vardhman Jain; Andrey Akselrod; Heorhiy Kozlov; Rajit Kurien Joseph; Oleg Rogynskyy
- Web page: https://patentgrep.com/patent/US10503783B1

## 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

Methods, systems, and storage media for generating new record objects based on electronic activities are disclosed. Example implementations may: access a plurality of electronic activities; access a plurality of record objects; parse an electronic activity of the plurality of electronic activities; determine, responsive to parsing the electronic activity, that the electronic activity is to be matched to one or more record objects; determine for each candidate record object that a match score indicating a likelihood of electronic activity being matched to the candidate record object is below a threshold; determine an object type of a new record object to generate based on one or more participants of the electronic activity; generate the new record object of the determined type; and store in a data structure an association between the new record object and the electronic activity.

## Claims

### Claim 1

A method comprising:
accessing, by one or more processors, data corresponding to a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;
accessing, by the one or more processors, data corresponding to a plurality of record objects of one or more systems of record, each record object of the plurality of record objects corresponding to one of a first record object type, a second record object type, or a third record object type and comprising one or more object fields having one or more object field values, the systems of record corresponding to the one or more data source providers, record objects the first record object type corresponding to first entities, record objects of the second record object type corresponding to group entities, and record objects of a third record object type linked to at least one record object of the first record object type and at least one record object of the second record object type, each record object of the first record object type, the second record object type, and the third record object type including object field-value pairs;
parsing, by the one or more processors, data of an electronic activity of the plurality of electronic activities;
determining, by the one or more processors, responsive to parsing the data of the electronic activity, that the electronic activity is to be matched to one or more record objects;
generating, by the one or more processors, activity field-value pairs from the data of the electronic activity;
identifying, by the one or more processors, a system of record corresponding to the data source provider associated with an electronic account via which the electronic activity was transmitted or received, the system of record including a plurality of candidate record objects with which to match the electronic activity;
determining, by the one or more processors, for each candidate record object, responsive to comparing the activity field-value pairs to the object-field value pairs of the plurality of candidate record objects, that a match score indicating a likelihood of the electronic activity matching the candidate record object does not satisfy a threshold;
determining, by the one or more processors, a determined object type of a new record object to generate based on one or more participants of the electronic activity, each participant of the one or more participants is a sender or a recipient of the electronic activity;
generating, by the one or more processors, the new record object of the determined object type in the system of record; and
storing, by the one or more processors, in one or more data structures, an association between the new record object in the system of record and the electronic activity.

### Claim 2 (depends on 1)

The method of claim 1, further comprising:
selecting, by the one or more processors, a first candidate record object of the plurality of candidate record objects based on the match score and an object type of the first candidate record object; and
adding, by the one or more processors, a reference to the new record object as an object field value to an object field of the first candidate record object.

### Claim 3 (depends on 2)

The method of claim 2, wherein the object type of the first candidate record object is different than the object type of the new record object.

### Claim 4 (depends on 1)

The method of claim 1, wherein generating the new record object comprises converting a record object from a first object type to a second object type.

### Claim 5 (depends on 1)

The method of claim 1, further comprising generating, by the one or more processors, a shadow record object in a shadow system of record corresponding to the new record object in the system of record.

### Claim 6 (depends on 5)

The method of claim 5, further comprising adding, by the one or more processors, a reference to the shadow record object as an object field value to an object field of a second shadow record object in the shadow system of record.

### Claim 7 (depends on 5)

The method of claim 5, further comprising providing, by the one or more processors, a notification to a device configured to update the system of record responsive to generating the shadow record object in the shadow system of record.

### Claim 8 (depends on 1)

The method of claim 1, further comprising:
selecting, by the one or more processors, a first candidate record object of the plurality of candidate record objects based on the match score and the first candidate record object having an object type of the first record object type;
determining, by the one or more processors, a match score for a new candidate record object, the new candidate record object having an object type of the second record object type; and
generating, by the one or more processors, the new record based on the new candidate record object and a comparison of the match score of the first candidate record object and the match score of the new candidate record object.

### Claim 9 (depends on 1)

The method of claim 1, further comprising:
identifying, by the one or more processors, one or more character strings based on at least one of a subject of the electronic activity of the plurality of electronic activities or a body of the electronic activity of the plurality of electronic activity;
assigning, by the one or more processors, a tag to the electronic activity based on the one or more character strings; and
generating, by the one or more processors, the new record object in the system of record based on the tag assigned to the electronic activity.

### Claim 10 (depends on 1)

The method of claim 1, further comprising:
identifying, by the one or more processors, one or more activity field-value pairs of a recipient of the electronic activity;
determining, by the one or more processors, using the one or more activity field-value pairs, that the electronic activity cannot be matched to any of the plurality of record objects corresponding to a first object type in accordance with a matching policy; and
generating, by the one or more processors, the new record object including the values of the one or more activity field-value pairs.

### Claim 11 (depends on 1)

The method of claim 1, further comprising:
determining, by the one or more processors, a data source provider of the one or more data source providers, the data source provider associated with providing access to the electronic activity; and
identifying, by the one or more processors, the system of record corresponding to the determined data source provider, the system of record including the plurality of candidate record objects to which to match the electronic activity.

### Claim 12

A system comprising:
one or more hardware processors configured by machine-readable instructions to:
access data corresponding to a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;
access data corresponding to a plurality of record objects of one or more systems of record, each record object of the plurality of record objects corresponding to one of a first record object type, a second record object type or a third record object type and comprising one or more object fields having one or more object field values, the systems of record corresponding to the one or more data source providers, the first record object type corresponding to a member entity, the second record object type corresponding to a group entity and a third record object type linked to at least one record object of the first record object type and at least one record object of the second record object type, each of the first record object type, the second record object type and the third record object type including object field-value pairs;
parse data of an electronic activity of the plurality of electronic activities;
determine responsive to parsing the data of the electronic activity, that the electronic activity is to be matched to one or more record objects;
generate activity field-value pairs from the electronic activity;
identify a system of record corresponding to the data source provider associated with an electronic account via which the electronic activity was transmitted or received-, the system of record including a plurality of candidate record objects with which to match the electronic activity;
determine for each candidate record object, responsive to comparing the activity field-value pairs to the object-field value pairs of the plurality of candidate record objects, that a match score indicating a likelihood of the electronic activity matching the candidate record object does not satisfy a threshold;
determine a determined object type of a new record object to generate based on one or more participants of the electronic activity, each participant of the one or more participants is a sender or a recipient of the electronic activity;
generate the new record object of the determined object type in the system of record; and
store in one or more data structures, an association between the new record object in the system of record and the electronic activity.

### Claim 13 (depends on 12)

The system of claim 12, wherein the one or more hardware processors are further configured by machine-readable instructions to:
select a first candidate record object of the plurality of candidate record objects based on the match score and an object type of the first candidate record object; and
add a reference to the new record object as an object field value to an object field of the first candidate record object.

### Claim 14 (depends on 12)

The system of claim 12, wherein the one or more hardware processors are further configured by machine-readable instructions to generate a shadow record object in a shadow system of record corresponding to the new record object in the system of record.

### Claim 15 (depends on 14)

The system of claim 14, wherein the one or more hardware processors are further configured by machine-readable instructions to add a reference to the shadow record object as an object field value to an object field of a second shadow record object in the shadow system of record.

### Claim 16 (depends on 14)

The system of claim 14, wherein the one or more hardware processors are further configured by machine-readable instructions to provide a notification to a device configured to update the system of record responsive to generating the shadow record object in the shadow system of record.

### Claim 17 (depends on 12)

The system of claim 12, wherein the one or more hardware processors are further configured by machine-readable instructions to:
select a first candidate record object of the plurality of candidate record objects based on the match score and the first candidate record object having an object type of the first record object type;
determine a match score for a new candidate record object, the new candidate record object having an object type of the second record object type; and
generate the new record based on the new candidate record object and a comparison of the match score of the first candidate record object and the match score of the new candidate record object.

### Claim 18 (depends on 12)

The system of claim 12, wherein the one or more hardware processors are further configured by machine-readable instructions to:
identify one or more character strings based on at least one of a subject of the electronic activity of the plurality of electronic activities or a body of the electronic activity of the plurality of electronic activity;
assign a tag to the electronic activity based on the one or more character strings; and
generate the new record object in the system of record based on the tag assigned to the electronic activity.

### Claim 19 (depends on 12)

The system of claim 12, wherein the one or more hardware processors are further configured by machine-readable instructions to:
identify one or more activity field-value pairs of a recipient of the electronic activity;
determine, using the one or more activity field-value pairs, that the electronic activity cannot be matched to any of the plurality of record objects corresponding to a first object type in accordance with a matching policy; and
generate the new record object including the values of the one or more activity field-value pairs.

### Claim 20

A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to perform a method comprising:
accessing data corresponding to a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;
accessing data corresponding to a plurality of record objects of one or more systems of record, each record object of the plurality of record objects corresponding to one of a first record object type, a second record object type, or a third record object type and comprising one or more object fields having one or more object field values, the systems of record corresponding to the one or more data source providers, record objects the first record object type corresponding to first entities, record objects of the second record object type corresponding to group entities, and record objects of a third record object type linked to at least one record object of the first record object type and at least one record object of the second record object type, each record object of the first record object type, the second record object type, and the third record object type including object field-value pairs;
parsing data of an electronic activity of the plurality of electronic activities;
determining, responsive to parsing the data of the electronic activity, that the electronic activity is to be matched to one or more record objects;
generating activity field-value pairs from the data of the electronic activity;
identifying a system of record corresponding to the data source provider associated with an electronic account via which the electronic activity was transmitted or received, the system of record including a plurality of candidate record objects with which to match the electronic activity;
determining, for each candidate record object, responsive to comparing the activity field-value pairs to the object-field value pairs of the plurality of candidate record objects, that a match score indicating a likelihood of the electronic activity matching the candidate record object does not satisfy a threshold;
determining a determined object type of a new record object to generate based on one or more participants of the electronic activity, each participant of the one or more participants is a sender or a recipient of the electronic activity;
generating the new record object of the determined type in the system of record; and
storing in one or more data structures, an association between the new record object in the system of record and the electronic activity.