Systems and methods for managing the use of electronic activities based on geographic location and communication history policies

Patent metadata

Field	Value
Publication number	US-10657131-B2
Application number	US-201916419583-A
Country	US
Kind code	B2
Filing date	May 22, 2019
Priority date	May 24, 2018
Publication date	May 19, 2020
Grant date	May 19, 2020

Abstract

A method for managing information corresponding to electronic activities may include accessing a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers, maintaining a plurality of node profiles, updating the plurality of node profiles using the plurality of electronic activities, and identifying a node profile with which to link the electronic activity. The method further includes selecting, using an electronic activity management policy, an electronic activity management process of a plurality of electronic activity management processes based on i) at least one value of one or more predetermined field-value pairs of the node profile satisfying a location-based condition, or ii) a communication history between a first electronic account of the node profile and a second participant of the electronic activity. The method yet further includes managing information corresponding to the electronic activity in accordance with the selected electronic activity management process.

First claim

What is claimed is:

1. A method, comprising:
accessing, by one or more processors, data of a plurality of emails transmitted or received via electronic accounts associated with a plurality of data source providers, the one or more processors maintaining a plurality of user profiles and configured to update the plurality of user profiles using the plurality of emails;
identifying, by the one or more processors, from data included in a first email of the plurality of emails, a first user profile with which to associate the first email;
determining, by the one or more processors, from at least one data structure maintaining an association between a first subset of the plurality of emails and the first user profile, a first number of emails transmitted by at least one first electronic account of the first user profile to at least one second electronic account of a second user profile;
restricting, by the one or more processors, storing the data of the first email in one or more data structures responsive to determining that the first number of emails fails to satisfy a threshold;
identifying, by the one or more processors, a second email associated with the first user profile, the second email transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile;
updating, by the one or more processors, a count of emails transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile from the first number of emails to a second number of emails transmitted by the at least one first electronic account of the first user profile to the at least one second electronic account of the second user profile; and
storing, by the one or more processors, data of the second email in the one or more data structures responsive to determining that the count of emails satisfies the threshold.

2. The method of claim 1 , further comprising storing, by the one or more processors, data of the first email in the one or more data structures responsive to determining that the count of emails satisfies the threshold.

3. The method of claim 1 , further comprising:
identifying, by the one or more processors, a data source provider of the plurality of data source providers associated with the first email; and
sending, by the one or more processors, an instruction to the data source provider to cause the data source provider to delete information corresponding to a third email from a memory element responsive to determining that the count of emails does not satisfy the threshold.

4. The method of claim 1 , further comprising:
identifying, by the one or more processors, a data source provider of the plurality of data source providers associated with the first email and the second email;
selecting, by the one or more processors, the threshold based on the data source provider associated with the first email and the second email.

5. The method of claim 1 , further comprising:
modifying, by the one or more processors, the first email according to a storage policy to generate a modified first email; and
storing, by the one or more processors, information corresponding to the modified first email in the one or more data structures.

6. The method of claim 1 , further comprising:
identifying, by the one or more processors, a first field-value pair of the first user profile or the second user profile;
determining, by the one or more processors, the threshold using the first field-value pair of the first user profile or the second user profile.

7. The method of claim 1 , further comprising:
parsing, by the one or more processors, the first email to extract a first electronic activity field-value pair corresponding to a first predetermined field;
comparing, by the one or more processors, a first value of the first electronic activity field-value pair with a predetermined list comprising a plurality of values to determine at least one match between the first value and one of the plurality of values; and
selecting, by the one or more processors, the threshold based on the at least one match.

8. The method of claim 1 , further comprising:
identifying, by the one or more processors, a subset of the plurality of emails comprising one or more emails transmitted or received between the at least one first electronic account of the first user profile and the at least one second electronic account of the second user profile;
determining, by the one or more processors, a timestamp of a most recent email of the subset of the plurality of emails; and
generating, by the one or more processors, a communication history between the at least one first electronic account of the first user profile and the at least one second electronic account of the second user profile based on the timestamp.

9. The method of claim 1 , further comprising:
parsing, by the one or more processors, the first email to determine a context of the first email;
comparing, by the one or more processors, the context of the first email with a predetermined list comprising a plurality of restricted contexts to determine at least one match; and
selecting, by the one or more processors, the threshold based on the at least one match.

10. The method of claim 1 , further comprising:
receiving, by the one or more processors, a request from a data source provider of the plurality of data source providers associated with the first email, the request indicating an electronic activity management preference;
generating, by the one or more processors, an electronic activity management tag corresponding to the electronic activity management preference, the electronic activity management tag used to restrict use of information corresponding to emails received from the data source provider;
storing, by the one or more processors, in the one or more data structures, a second association between the electronic activity management tag and the first user profile or the second user profile; and
restricting, by the one or more processors, the information corresponding to the emails received from the data source provider from being stored in the one or more data structures.

11. The method of claim 1 , wherein identifying the first user profile further comprises:
determining, by the one or more processors, a first activity field-value pair associated with a participant of the first email; and
determining, by the one or more processors, that the first user profile includes a first node field-value pair that matches the first activity field-value pair determined from the first email.

12. A system, comprising:
one or more processors configured by machine-readable instructions to:
access data of a plurality of emails transmitted or received via electronic accounts associated with a plurality of data source providers, the one or more hardware processors maintaining a plurality of user profiles and configured to update the plurality of user profiles using the plurality of emails;
identify, from data included in a first email of the plurality of emails, a first user profile with which to associate the first email;
determine, from at least one data structure maintaining an association between a first subset of the plurality of emails and the first user profile, a first number of emails transmitted by at least one first electronic account of the first user profile to at least one second electronic account of a second user profile;
restrict storing the data of the first email in one or more data structures responsive to determining that the first number of emails fails to satisfy a t

Assignees

• People Ai Inc

Inventors

• Rogynskyy Oleg
• Hall Brittney
• Halladay Dylan
• Wulf John
• Jain Vardhman

Classifications

• G06N5/025

  Extracting rules from data · CPC title

• G06N5/022

  Knowledge engineering; Knowledge acquisition · CPC title

• G06N20/00

  Machine learning · CPC title

• H04L12/1407

  Policy-and-charging control [PCC] architecture · CPC title

• H04L12/1831

  Tracking arrangements for later retrieval, e.g. recording contents, participants activities or behavior, network status · CPC title