Systems and methods for matching electronic activities to record objects using feedback based match policies
AssigneePeople.ai, Inc.
InventorsOleg Rogynskyy, Volodymyr Nykytiuk, Stefan Hermanek, Ostap Korkuna
Life of this patent
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Abstract
Systems and methods for matching electronic activities to record objects using feedback based match policies can include accessing a plurality of electronic activities and record objects. The systems and method can include identifying candidate record objects by applying a matching model. The systems and methods can include selecting a record object based on a match score. The systems and methods can include configuring the matching model in a first configuration responsive to a first feedback type or configuring the matching model in a second configuration responsive to a second feedback type.
Claims20
A method, comprising:
- accessing, by one or more processors, 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, a plurality of record objects of one or more systems of record, each record object of the plurality of record objects corresponding to a 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;
- identifying, by the one or more processors, responsive to applying a matching model for identifying candidate record objects, a plurality of candidate record objects with which to match an electronic activity of the plurality of electronic activities, the matching model used to generate a respective match score for each candidate record object of the plurality of candidate record objects;
- selecting, by the one or more processors, a first record object from the plurality of candidate record objects based on a first match score for the first record object;
- configuring, by the one or more processors, responsive to a first feedback type regarding the selection of the first record object, the matching model in a first configuration to generate a second match score between the electronic activity and the first record object greater than the first match score by providing a first data structure including an electronic activity identifier identifying the electronic activity, a record object identifier indicating the record object and a first label indicating that the electronic activity matches the first record object as a first input to the matching model;
- and
- configuring, by the one or more processors, responsive to a second feedback type regarding the selection of the first record object, the matching model in a second configuration to generate a third match score between the electronic activity and the first record object less than the first match score by providing a second data structure including the electronic activity identifier, the record object identifier and a second label indicating that the electronic activity does not match the first record object as a second input to the matching model.
A system, the system comprising:
- one or more hardware processors configured by machine-readable instructions to:
- access a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;
- access a plurality of record objects of one or more systems of record, each record object of the plurality of record objects corresponding to a 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;
- identify, responsive to applying a matching model for identifying candidate record objects, a plurality of candidate record objects with which to match an electronic activity of the plurality of electronic activities, the matching model used to generate a respective match score for each candidate record object of the plurality of candidate record objects;
- select a first record object from the plurality of candidate record objects based on a first match score for the first record object;
- configure responsive to a first feedback type regarding the selection of the first record object, the matching model in a first configuration to generate a second match score between the electronic activity and the first record object greater than the first match score by providing a first data structure including an electronic activity identifier identifying the electronic activity, a record object identifier indicating the record object and a first label indicating that the electronic activity matches the first record object as a first input to the matching model;
- and
- configure, responsive to a second feedback type regarding the selection of the first record object, the matching model in a second configuration to generate a third match score between the electronic activity and the first record object less than the first match score by providing a second data structure including the electronic activity identifier, the record object identifier and a second label indicating that the electronic activity does not match the first record object as a second input to the matching model.
A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to cause the one or more processors to:
- access a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;
- access a plurality of record objects of one or more systems of record, each record object of the plurality of record objects corresponding to a 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;
- identify, responsive to applying a matching model for identifying candidate record objects, a plurality of candidate record objects with which to match an electronic activity of the plurality of electronic activities, the matching model used to generate a respective match score for each candidate record object of the plurality of candidate record objects;
- select a first record object from the plurality of candidate record objects based on a first match score for the first record object;
- configure responsive to a first feedback type regarding the selection of the first record object, the matching model in a first configuration to generate a second match score between the electronic activity and the first record object greater than the first match score by providing a first data structure including an electronic activity identifier identifying the electronic activity, a record object identifier indicating the record object and a first label indicating that the electronic activity matches the first record object as a first input to the matching model;
- and
- configure, responsive to a second feedback type regarding the selection of the first record object, the matching model in a second configuration to generate a third match score between the electronic activity and the first record object less than the first match score by providing a second data structure including the electronic activity identifier, the record object identifier and a second label indicating that the electronic activity does not match the first record object as a second input to the matching model.
Dependencies are inferred from the claim text.