Systems and methods for detecting events based on updates to node profiles from electronic activities

Patent metadata

Field	Value
Publication number	US-11265390-B2
Application number	US-201916695082-A
Country	US
Kind code	B2
Filing date	Nov 25, 2019
Priority date	May 24, 2018
Publication date	Mar 1, 2022
Grant date	Mar 1, 2022

Abstract

The present disclosure relates to methods, systems, and storage media for detecting events based on updates to node profiles from electronic activities. Exemplary implementations may access an electronic activity transmitted or received via an electronic account associated with a data source provider; generate a plurality of activity field-value pairs; maintain a plurality of node profiles; identify a first state of a first node profile of the plurality of node profiles; update the first node profile using the electronic activity; identify a second state of the first node profile subsequent to updating the first node profile using the electronic activity; detect a state change of the first node profile based on the first state and the second state; determine that the state change satisfies an event condition; and store an association between the first node profile and an event type corresponding to the event condition.

First claim

What is claimed is:

1. A method, comprising:
maintaining, by one or more processors, in one or more data structures, a plurality of node profiles, each node profile of the plurality of node profiles including one or more node field-value pairs, each node field-value pair including a node value associated with a node field;
parsing, by the one or more processors, a first electronic activity of a plurality of electronic activities to generate one or more activity field-value pairs, the first electronic activity transmitted or received via an electronic account of a first participant of a plurality of participants identified in the first electronic activity;
comparing, by the one or more processors, the one or more activity field-value pairs to one or more node field-value pairs of the first node profile to determine a match score, the first node profile corresponding to a participant of the plurality of participants identified in the first electronic activity;
matching, by the one or more processors, the first electronic activity to the first node profile based on the match score satisfying a threshold;
updating, by the one or more processors, responsive to comparing a first activity field-value pair corresponding to the company name field that is generated from the first electronic activity to the one or more node field-value pairs of the first node profile, the first node profile by adding or updating a first node field-value pair corresponding to a company name field of the first node profile using the first activity field-value pair;
determining, by the one or more processors, responsive to determining that the first node field-value pair corresponds to the company name field of the first node profile, a job change event based on an event detection policy for identifying events based on updates to a value of the one or more node field-value pairs corresponding to the company name field of node profiles of the plurality of node profiles;
storing, by the one or more processors, responsive to determining the job change event, in the one or more data structures, an association between the first node profile and the job change event;
identifying, by the one or more processors, a system of record including at least one record object associated with the first node profile; and
transmitting, by the one or more processors, to the system of record, instructions corresponding to the job change event to update at least one value of the at least one record object of the system of record associated with the first node profile.

2. The method of claim 1 , wherein the system of record is one of a plurality of systems of record and further comprising:
storing, by the one or more processors, in the one or more data structures, a second association between the first node profile and each record object of one or more record objects of the plurality of systems of record; and
transmitting, by the one or more processors, the instructions corresponding to the job change event to update one or more values of each record object of the one or more record objects of the plurality of systems of record.

3. The method of claim 1 , further comprising:
determining, by the one or more processors, from the first electronic activity, at least one of a time or a date corresponding to the first electronic activity; and
storing, by the one or more processors, in the one or more data structures, a second association between the first node profile, the job change event, and the time or the date corresponding to the first electronic activity.

4. The method of claim 1 , further comprising:
identifying, by the one or more processors, a first record object of the system of record linked to a second record object of the system of record, the first record object corresponding to the first node profile and identifying a process and a stage value identifying a stage of the process; and
transmitting, by the one or more processors, a notification identifying the first record object to a user corresponding to the first record object.

5. The method of claim 4 , further comprising storing, by the one or more processors, in the one or more data structures, a third association between the first node profile and a second node profile corresponding to the user based on one or more second electronic activities between one or more first electronic accounts of the first node profile and one or more second electronic accounts of the second node profile.

6. The method of claim 1 , further comprising:
updating, by the one or more processors, based on the first electronic activity, the first node profile to add a second node field-value pair corresponding to at least one of a title field, a seniority field, or a department field;
determining, by the one or more processors, responsive to determining that the second node field-value pair corresponds to the title field, the seniority field, or the department field, a title change event based on the event detection policy; and
storing, by the one or more processors, in the one or more data structures, a third association between the first node profile and the title change event.

7. The method of claim 6 , further comprising transmitting, by the one or more processors, to the system of record, instructions corresponding to the title change event to update a second value of the at least one record object of the system of record associated with the first node profile.

8. The method of claim 1 , further comprising:
updating, by the one or more processors, one or more electronic account identifiers corresponding to the first node profile;
identifying, by the one or more processors, a first record object of the system of record linked to a second record object of the system of record corresponding to the first node profile, the first record object corresponding to the first node profile and identifying a process and a stage value identifying a stage of the process; and
transmitting, by the one or more processors, a notification identifying the first record object to a user corresponding to the first record object.

9. A system comprising:
one or more processors configured by machine-readable instructions to:
access data of a plurality of electronic activities transmitted or received via a plurality of electronic accounts;
maintain, in one or more data structures, a plurality of node profiles, each node profile of the plurality of node profiles including one or more node field-value pairs, each node field-value pair including a node value associated with a node field;
parse, a first electronic activity of a plurality of electronic activities to generate one or more activity field-value pairs, the first electronic activity transmitted or received via an electronic account of a first participant of a plurality of participants identified in the first electronic activity;
comparing the one or more activity field-value pairs to one or more node field-value pairs of the first node profile to determine a match score, the first node profile corresponding to a participant of the plurality of participants identified in the first electronic activity;
matching, the first electronic activity to the first node profile based on the match score satisfying a threshold;
update, responsive to comparing the a first activity field-value pair corresponding to the company name field that is generated from the first electronic activity to the one or more node field-value pairs of the first node profile, the first node profile by adding or updating a first node field-value pair corresponding to a company name field of the first node profile using the first activity field-value pair;
determine, responsive to determining that the first node field-value pair co

Assignees

• People Ai Inc

Inventors

• Wulf John
• Prakash Sathya Hariesh
• Brunets Yurii
• Rogynskyy Oleg
• Joseph Rajit Kurien
• Markovsky Yury

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