Systems and methods for filtering electronic activities by parsing current and historical electronic activities

Patent metadata

Field	Value
Publication number	US-10922345-B2
Application number	US-201916418807-A
Country	US
Kind code	B2
Filing date	May 21, 2019
Priority date	May 24, 2018
Publication date	Feb 16, 2021
Grant date	Feb 16, 2021

Abstract

The present disclosure relates to systems and methods for filtering electronic activities. The method includes identifying an electronic activity. The method includes parsing the electronic activity to identify one or more electronic accounts in the electronic activity. The method includes determining, responsive to parsing the electronic activity, that the electronic activity is associated with an electronic account of the one or more electronic accounts. The method includes selecting, based on the electronic account, one or more filtering policies associated with the data source provider to apply to the electronic activity. The method includes determining, by applying the selected one or more filtering policies to the electronic activity, to restrict the electronic activity from further processing based on the electronic activity satisfying at least one of the selected one or more filtering policies. The method includes restricting, the electronic activity from further processing.

First claim

What is claimed is:

1. A method comprising:
identifying, by one or more processors, a first electronic activity and a second electronic activity associated with a data source provider that has been transmitted by a sender of the first electronic activity and the second electronic activity and received by one or more recipients of the first electronic activity and the second electronic activity, the first electronic activity and the second electronic activity readable by the one or more recipients;
parsing, by the one or more processors, the first electronic activity to identify one or more electronic accounts associated with at least the sender or the one or more recipients of the first electronic activity;
determining, by the one or more processors, responsive to parsing the first electronic activity, that the first electronic activity is sent from or received by an electronic account of the one or more electronic accounts, the electronic account corresponding to the data source provider;
determining, by the one or more processors, responsive to parsing the second electronic activity, that the second electronic activity is sent from or received by the electronic account of the one or more electronic accounts;
selecting, by the one or more processors based on the electronic account, one or more filtering policies associated with the data source provider to apply to the first electronic activity and the second electronic activity, the selected one or more filtering policies including at least one of i) a keyword policy configured to identify electronic activities including a predetermined keyword; ii) a regex pattern policy configured to identify electronic activities including one or more character strings that match a predetermined regex pattern; or iii) a logic-based policy configured to identify electronic activities based on participants of the electronic activities satisfying a predetermined group of participants;
determining, by the one or more processors, by applying the selected one or more filtering policies to the first electronic activity, to restrict the first electronic activity from being matched with one or more record objects of a system of record of the data source provider based on the first electronic activity satisfying at least one of the selected one or more filtering policies, the system of record of the data source provider including a plurality of record objects;
restricting, by the one or more processors, the first electronic activity from being matched with one or more record objects of the system of record;
determining, by the one or more processors, by applying the selected one or more filtering policies to the second electronic activity, to match the second electronic activity with one or more record objects of the system of record of the data source provider based on the second electronic activity not satisfying any of the selected one or more filtering policies;
matching, by the one or more processors, responsive to determining to match the second electronic activity with the one or more record objects, the second electronic activity with a first record object of the one or more record objects responsive to a match policy; and
transmitting, by the one or more processors, to the system of record, instructions to store an association between the second electronic activity and the first record object in the system of record.

2. The method of claim 1 , wherein at least one of the one or more filtering policies are defined by an entity of the electronic account.

3. The method of claim 1 , wherein at least one of the one or more filtering policies are defined by an entity associated with the data source provider of the electronic account.

4. The method of claim 1 , further comprising:
generating, by the one or more processors, at least one of the one or more filtering policies using a machine learning algorithm, the machine learning algorithm trained for generation of the at least one of the one or more filtering policies using electronic activities tagged as one of restricted or unrestricted by an entity of the electronic account.

5. The method of claim 1 , further comprising:
generating, by the one or more processors, at least one of the one or more filtering policies using a machine learning algorithm, the machine learning algorithm trained for generation of the at least one of the one or more filtering policies using electronic activities tagged as one of restricted or unrestricted by an entity associated with the data source provider of the electronic account.

6. The method of claim 1 , further comprising removing, by the one or more processors, the first electronic activity from one or more data structures maintained by the one or more processors based on the first electronic activity satisfying at least one of the selected one or more filtering policies.

7. The method of claim 1 , further comprising:
accessing, by the one or more processors, data of a plurality of third electronic activities stored in one or more record objects of the system of record;
receiving, by the one or more processors, a request to apply a first policy of the one or more filtering policies to the plurality of third electronic activities;
determining, by the one or more processors, that each third electronic activity of a subset of the plurality of third electronic activities satisfies the first policy; and
causing, by the one or more processors, for each third electronic activity included in the subset, removal of the third electronic activity from the one or more record objects of the system of record responsive to determining that the third electronic activity satisfies the first policy.

8. The method of claim 1 , wherein the selected one or more filtering policies comprises a first policy having a first hierarchy and a second policy having a second hierarchy.

9. 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 electronic account of the one or more electronic accounts linked to a respective node profile of the plurality of node profiles;
determining, by the one or more processors for the first electronic activity, participants of the first electronic activity based on respective electronic accounts for the participants included in the first electronic activity;
identifying, by the one or more processors for each of the participants, the respective node profile having an electronic account value for an electronic account field of the node profile which matches the respective electronic account of the participant included in the first electronic activity; and
applying, by the one or more processors, the one or more filtering policies to the first electronic activity based on extracted field-value pairs from the node profiles for the participants of the first electronic activity.

10. 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 electronic account of the one or more electronic accounts linked to a respective node profile of the plurality of node profiles;
determining, by the one or more processors for the first electronic activity, participants of the first electronic activity based on respective electronic accounts for the participants included in the first electronic activity;
identifying, by the one or more processors for each of the participants, the respective node profile having an electronic account value for an electronic account field of the node profile which matches the respective electronic account of the participant included in the first e

Assignees

• People Ai Inc

Inventors

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

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