Systems and methods for restricting electronic activities from being linked with record objects

Patent metadata

Field	Value
Publication number	US-10901997-B2
Application number	US-201916398220-A
Country	US
Kind code	B2
Filing date	Apr 29, 2019
Priority date	May 24, 2018
Publication date	Jan 26, 2021
Grant date	Jan 26, 2021

Abstract

The present disclosure relates to restricting electronic activities from being linked with record objects. According to at least one aspect of the disclosure, a method can include accessing, by one or more processors, a plurality of electronic activities, accessing a plurality of record objects of one or more systems of record, identifying an electronic activity of the plurality of electronic activities to match to one or more record objects, determining a data source provider associated with providing access to the electronic activity, and identifying a system of record corresponding to the determined data source provider. The system of record can include a plurality of candidate record objects to which to match the electronic activity. The method can include restricting the electronic activity from being linked with the at least one record object.

First claim

What is claimed is:

1. A method comprising:
accessing, by one or more processors, data from 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 one or more systems of record corresponding to the one or more data source providers;
identifying, by the one or more processors, an electronic activity of the plurality of electronic activities to match to one or more record objects;
determining, by the one or more processors, a data source provider associated with the electronic activity;
identifying, by the one or more processors, a system of record corresponding to the determined data source provider, the system of record including a plurality of candidate record objects to which to match the electronic activity;
restricting, by the one or more processors, the electronic activity from being linked with at least one of the plurality of candidate record objects responsive to determining, by applying a machine learning model, that the electronic activity includes features that satisfy a correlation threshold indicating that the electronic activity is to be restricted;
receiving, by the one or more processors, subsequent to restricting the electronic activity from being linked with the at least one of the plurality of candidate record objects responsive to determining by applying the machine learning model that the electronic activity includes the features, an indication to link the electronic activity with the at least one of the plurality of candidate record objects; and
updating, by the one or more processors, the machine learning model based on the indication to link the electronic activity with the at least one of the plurality of candidate record objects.

2. The method of claim 1 , wherein the features include one or more tags assigned to the electronic activity.

3. The method of claim 2 , wherein the one or more tags are of a predetermined type based on a relationship between a sender and one or more recipients of the electronic activity.

4. The method of claim 1 , further comprising identifying, by the one or more processors, from the plurality of candidate record objects, a second record object with which to match the electronic activity, responsive to restricting the electronic activity from being linked with the at least one of the plurality of candidate record objects.

5. The method of claim 1 , further comprising terminating, by the one or more processors, identifying one or more record objects with which to match the electronic activity, responsive to restricting the electronic activity from being linked with all of the plurality of record objects.

6. The method of claim 1 , further comprising terminating, by the one or more processors, identifying one or more record objects with which to match the electronic activity, responsive to matching a second record object of the plurality of record objects with the electronic activity.

7. A system, comprising:
one or more processors, configured to:
access data from 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 one or more systems of record corresponding to the one or more data source providers;
identify an electronic activity of the plurality of electronic activities to match to one or more record objects;
determine a data source provider associated with the electronic activity;
identify a system of record corresponding to the determined data source provider, the system of record including a plurality of candidate record objects to which to match the electronic activity;
restrict the electronic activity from being linked with at least one record object of the plurality of candidate record objects responsive to determining, by applying a machine learning model, that the electronic activity includes features that satisfy a correlation threshold indicating that the electronic activity is to be restricted; and
train the machine learning model for restriction of electronic activities using a sample dataset, the sample dataset including a first plurality of electronic activities labeled as restricted from linking with record objects and a second plurality of electronic activities labeled as allowed to be linked with record objects.

8. The system of claim 7 , wherein the features one or more tags assigned to the electronic activity.

9. The system of claim 8 , wherein the one or more tags are of a predetermined type based on a relationship between a sender and one or more recipients of the electronic activity.

10. The system of claim 7 , wherein the one or more processors are configured to identify, from the plurality of candidate record objects, a second record object with which to match the electronic activity, responsive to restricting the electronic activity from being linked with the at least one of the plurality of candidate record objects.

11. The system of claim 7 , wherein the one or more processors are configured to terminate identifying the one or more record objects with which to match the electronic activity, responsive to restricting the electronic activity from being linked with all of the plurality of record objects.

12. The system of claim 7 , wherein the one or more processors are configured to terminate identifying the one or more record objects with which to match the electronic activity, responsive to matching a second record object of the plurality of record objects with the electronic activity.

13. A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions executable by one or more processors to:
access data from 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 one or more systems of record corresponding to the one or more data source providers;
identify an electronic activity of the plurality of electronic activities to match to one or more record objects;
determine a data source provider associated with the electronic activity;
identify a system of record corresponding to the determined data source provider, the system of record including a plurality of candidate record objects to which to match the electronic activity;
restrict the electronic activity from being linked with at least one of the plurality of candidate record objects responsive to determining, by applying a machine learning model, that the electronic activity includes features that satisfy a correlation threshold indicating that the electronic activity is to be restricted; and
train the machine learning model for restriction of electronic activities using a sample dataset, the sample dataset including a first plurality of electronic activities labeled as restricted from linking with record objects and a second plurality of electronic activities labeled as allowed to be linked with the pl

Assignees

• People Ai Inc

Inventors

• Rogynskyy Oleg
• Lutsaievska Tetiana
• Wulf John
• Prakash Sathya Hariesh

Classifications

• G06N3/08

  Learning methods · CPC title

• G06N3/09

  Supervised learning · CPC title

• G06F16/2358

  Change logging, detection, and notification (replication G06F16/27) · CPC title

• G06F9/542

  Event management; Broadcasting; Multicasting; Notifications · CPC title

• G06Q10/1093

  Calendar-based scheduling for persons or groups · CPC title