# US 10,872,106 B2 · Systems and methods for matching electronic activities directly to record objects of systems of record with node profiles

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- Number: US 10,872,106 B2
- Document ID: US10872106B2
- Status: Granted
- Kind: B2
- Application number: 16/877,016
- Filed: 2020-05-18
- Published: 2020-09-03
- Granted: 2020-12-22
- Earliest claimed: 2018-05-24
- Assignees: People.ai, Inc.
- Applicants: People.ai, Inc.
- Inventors: Oleg Rogynskyy; Rajit Kurien Joseph; Jose Alberto Muniz Navarro; Yurii Brunets
- Web page: https://patentgrep.com/patent/US10872106B2

## 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 system described herein can automatically match, link, or otherwise associate electronic activities with one or more record objects. For an electronic activity that is eligible or qualifies to be matched with one or more record objects, the system can identify one or more set of rules or rule sets. Using the rule sets, the system can identify candidate record objects. The system can then rank the identified candidate record objects to select one or more record objects with which to associate the electronic activity. The system can then store an association between the electronic activity and the selected one or more record objects.

## Claims

### Claim 1

A method comprising:
accessing, by one or more processors, a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers;
accessing, by the one or more processors, data of a plurality of record objects stored in one or more systems of record, each record object of the plurality of record objects comprising one or more object fields having one or more object field values and corresponding to one of an account record object type or an opportunity record object type;
extracting, by the one or more processors, data included in an electronic activity of the plurality of electronic activities;
matching, by the one or more processors, the electronic activity to at least one record object of the plurality of record objects based on the extracted data of the electronic activity and object field values of the at least one record object by:
identifying, by the one or more processors, responsive to applying at least one matching policy of a plurality of matching policies for identifying record objects based on one or more recipients of the electronic activity and a sender of the electronic activity, a set of record objects, each record object of the set identified based on the one or more recipients or the sender of the electronic activity; and
selecting by the one or more processors, the at least one record object included in the set of record objects; and
storing, by the one or more processors, in a data structure, an association between the electronic activity and the at least one record object.

### Claim 2 (depends on 1)

The method of claim 1, further comprising:
maintaining, by the 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 node field values.

### Claim 3 (depends on 2)

The method of claim 2, further comprising:
updating, by the one or more processors, the plurality of node profiles using the plurality of electronic activities.

### Claim 4 (depends on 2)

The method of claim 2, further comprising:
matching, by the one or more processors, the electronic activity to at least one node profile of the plurality of node profiles based on determining that the extracted data of the electronic activity and the one or more values of the fields of the at least one node profile satisfy a node profile matching policy.

### Claim 5 (depends on 2)

The method of claim 2, further comprising:
identifying, by the one or more processors, the sender of the electronic activity;
selecting, by the one or more processors, a first node profile of the plurality of node profiles associated with the sender; and
identifying, by the one or more processors, a first set of record objects of the plurality of record objects of the one or more systems of record based on the first node profile.

### Claim 6 (depends on 5)

The method of claim 5, further comprising:
identifying, by the one or more processors, a recipient of the electronic activity;
selecting, by the one or more processors, a second node profile of the plurality of node profiles associated with the recipient of the electronic activity; and
identifying, by the one or more processors, a second set of record objects of the plurality of record objects of the one or more systems of record based on the second node profile;
wherein matching the electronic activity to the at least one record object of the plurality of record objects includes matching the electronic activity to the at least one record object of the plurality of record objects based on an intersection of the first set of record objects and the second set of record objects.

### Claim 7 (depends on 6)

The method of claim 6, further comprising:
determining, by the one or more processors, a plurality of candidate record objects of the plurality of record objects based on the intersection of the first set of record objects and the second set of record objects; and
identifying, by the one or more processors, each of the plurality of candidate record objects as belonging to one of a plurality of record object types;
wherein matching the electronic activity to the at least one record object of the plurality of record objects includes matching the electronic activity to two or more of the plurality of candidate record objects, each of the two or more of the plurality of candidate record objects having a different record object type.

### Claim 8 (depends on 2)

The method of claim 2, wherein matching the electronic activity to two or more node profiles of the plurality of node profiles based on determining that the extracted data of the electronic activity and the one or more values of the fields of the two or more node profiles satisfy the node profile matching policy and further comprising:
determining, by the one or more processors, a relationship between two or more node profiles based on the one or more values of the fields of the two or more node profiles; and
assigning, by the one or more processors, one or more tags to the electronic activity based on the relationship between the two or more node profiles.

### Claim 9 (depends on 2)

The method of claim 2, further comprising assigning, by the one or more processors, one or more tags to the electronic activity based on i) one or more node profiles associated with a sender or one or more recipients of the electronic activity; ii) relationship between the one or more node profiles associated with the sender and the one or more recipients of the electronic activity; iii) a first string included in a body of the electronic activity; iv) a second string included in a metadata of the electronic activity; or v) other electronic activity.

### Claim 10 (depends on 9)

The method of claim 9, further comprising:
identifying, by the one or more processors, a first subset of record objects of the plurality of record objects of the one or more systems of record based on one or more tags assigned to the electronic activity;
wherein matching the electronic activity to at least one record object of the plurality of record objects includes matching the electronic activity to at least one of the first subset of record objects of the plurality of record objects based on the one or more tags assigned to the electronic activity.

### Claim 11 (depends on 2)

The method of claim 2, further comprising:
identifying, by the one or more processors, the sender and one or more recipients of the electronic activity of the plurality of electronic activities;
wherein matching the electronic activity to at least one node profile of the plurality of node profiles includes matching the electronic activity to a node profile of the sender and a node profile of each of the one or more recipients.

### Claim 12 (depends on 2)

The method of claim 2, further comprising:
determining, by the one or more processors, for at least one data point of the one or more data points of a value of a field of the node profile, a contribution score of the data point based on a time corresponding to when the data point was generated or updated; and
generating, by the one or more processors, a confidence score of the value of the field of the node profile based on the contribution score of the data point.

### Claim 13 (depends on 12)

The method of claim 12, further comprising at least one of:
(i) matching, by the one or more processors, the electronic activity to the at least one node profile of the plurality of node profiles based on the confidence score of the value of the field of the at least one node profile; or
(ii) determining, for the at least one data point of the one or more data points, the contribution score of the data point by determining, for the at least one data point, a contribution score of the data point based on a trust score assigned to a source of the data point, the trust score determined based on a type of source of the data point.

### Claim 14 (depends on 1)

The method of claim 1, wherein matching the electronic activity to the at least one record object includes matching the electronic activity to the at least one record object based on a matching policy that includes a first set of rules for identifying candidate record objects based on one or more recipients of the electronic activity and a second set of rules for identifying candidate record objects based on the sender of the electronic activity, wherein matching the electronic activity to the at least one record object further comprises:
identifying, by the one or more processors, responsive to applying the policy including the first set of rules for identifying candidate record objects based on one or more recipients of the electronic activity, a first set of candidate record objects to which to match the electronic activity, each candidate record object of the first set identified based on the one or more recipients of the electronic activity;
identifying, by the one or more processors, responsive to applying the second policy including the second set of rules for identifying candidate record objects based on the sender of the electronic activity, a second set of candidate record objects to which to match the electronic activity, each candidate record object of the second set identified based on the sender of the electronic activity; and
selecting by the one or more processors, at least one candidate record object included in both the first set of candidate record objects and the second set of candidate record objects to match to the electronic activity based on the first set of rules and the second set of rules of the matching policy.

### Claim 15 (depends on 1)

The method of claim 1, further comprising:
selecting, by the one or more processors, based on natural language processing, a string in a body of the electronic activity; and
selecting, by the one or more processors, a plurality of candidate record objects based on the string in the body of the electronic activity;
wherein matching the electronic activity to at least one record object of the plurality of record objects includes matching the electronic activity to at least one of the plurality of candidate record objects.

### Claim 16 (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 to a first record object of the plurality of record objects;
identifying, by the one or more processors, for each electronic activity of the subset of the plurality of electronic activities matched to the first record object, one or more node profiles that are matched with the electronic activity; and
determining, by the one or more processors, a stage of the first record object based on the identified one or more node profiles of each of the subset of electronic activities.

### Claim 17 (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 to a first record object of the plurality of record objects; and
determining, by the one or more processors, a stage of the first record object based on tags assigned to one or more electronic activities of the subset of electronic activities.

### Claim 18 (depends on 1)

The method of claim 1, further comprising:
identifying, by the one or more processors, for a record object, a corresponding record object maintained by a second processor;
determining, by the one or more processors, a plurality of processor assigned stages associated with the corresponding record object, each stage of the plurality of processor assigned stages indicating a proximity to completion of an event; and
mapping, by the one or more processors, each processor assigned stage of the corresponding record object to a stage of a plurality of system assigned stages of the record object.

### Claim 19

A system comprising:
one or more processors configured by machine-readable instructions to:
access a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers;
access data of a plurality of record objects stored in one or more systems of record, each record object of the plurality of record objects comprising one or more object fields having one or more object field values and corresponding to one of an account record object type or an opportunity record object type;
extract data included in an electronic activity of the plurality of electronic activities;
match the electronic activity to at least one record object of the plurality of record objects based on the extracted data of the electronic activity and object field values of the at least one record object by:
identifying, by the one or more processors, responsive to applying at least one matching policy of a plurality of matching policies for identifying record objects based on one or more recipients of the electronic activity and a sender of the electronic activity, a set of record objects, each record object of the set identified based on the one or more recipients or the sender of the electronic activity; and
selecting by the one or more processors, the at least one record object included in the set of record objects; and
storing, by the one or more processors, in a data structure, an association between the electronic activity and the at least one record object.

### Claim 20

A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to:
access a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers;
access data of a plurality of record objects stored in one or more systems of record, each record object of the plurality of record objects comprising one or more object fields having one or more object field values and corresponding to one of an account record object type or an opportunity record object type;
extract data included in an electronic activity of the plurality of electronic activities;
match the electronic activity to at least one record object of the plurality of record objects based on the extracted data of the electronic activity and object field values of the at least one record object by:
identifying, responsive to applying at least one matching policy of a plurality of matching policies for identifying record objects based on one or more recipients of the electronic activity and a sender of the electronic activity, a set of record objects, each record object of the set identified based on the one or more recipients or the sender of the electronic activity; and
selecting the at least one record object included in the set of record objects; and
store, in a data structure, an association between the electronic activity and the at least one record object.