Systems and methods for restricting generation and delivery of insights to second data source providers

Patent metadata

Field	Value
Publication number	US-11277484-B2
Application number	US-202016773363-A
Country	US
Kind code	B2
Filing date	Jan 27, 2020
Priority date	May 24, 2018
Publication date	Mar 15, 2022
Grant date	Mar 15, 2022

Abstract

The present disclosure relates to restricting generation and delivery of insights to data source providers. Electronic activities and record objects may be accessed. Each record object may correspond to a record object type and have one or more object field-value pairs. Node profiles may be maintained. Updates to a node graph or corresponding to a record object may be detected. A number of data source providers having respective electronic activities or record objects from which the update to the node graph or corresponding to the record object can be determined. Provisioning of a content item to a second data source provider may be restricted.

First claim

What is claimed is:

1. A method comprising:
accessing, by one or more processors of a data processing system configured to communicate with one or more servers of one or more systems of record, data of at least one of i) a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers or ii) a plurality of record objects of one or more systems of record associated with the one or more data source providers, wherein the one or more systems of record include customer relationship management (CRMs) systems, and wherein the plurality of record objects include at least one contact record object, at least one account record object, and at least one opportunity record object of a corresponding system of record of the one or more systems of records;
maintaining, by the one or more processors, a plurality of node profiles, each node profile of the plurality of node profiles including one or more field-value pairs, each field-value pair including a value determined from data of one or more of the plurality of electronic activities or the plurality of record objects;
detecting, by the one or more processors, using data of one or more electronic activities or record objects of a system of record of a first data source provider of the one or more data source providers, an update to a node graph including the plurality of node profiles or corresponding to a record object of the first data source provider, the update to the node graph corresponding to an update to a node profile or an update to a connection between nodes of the node graph, the update corresponding to a record object including an update to an object field-value pair of the record object and detected by determining an update to a data object maintained by the data processing system and linked to the record object;
determining, by the one or more processors, a number of the one or more data source providers having respective electronic activities or record objects from which the update to the node graph or corresponding to the record object of the first data source provider can be detected; and
restricting, by the one or more processors, responsive to determining that the number does not satisfy a predetermined threshold, provisioning of a content item related to the detected update to at least one second data source provider of the one or more data source providers.

2. The method of claim 1 , wherein the update is a first update and the number is a first number and further comprising:
detecting, by the one or more processors, from one or more electronic activities or record objects of a second data source provider of the one or more data source providers, a second update to the node graph or a record object of the second data source provider;
determining, by the one or more processors, a second number of the one or more data source providers having respective electronic activities or record objects from which the update to the node graph or the record object of the first data source provider can be detected; and
provisioning, by the one or more processors, responsive to determining that the second number satisfies the predetermined threshold, the content item related to the detected first update and the detected second update.

3. The method of claim 1 , wherein detecting the update to the node graph further comprises determining, by the one or more processors, that a new node field-value pair is included in a node profile of the node graph.

4. The method of claim 1 , wherein detecting the update to the node graph further comprises detecting, by the one or more processors, an update to a connection between two node profiles of the node graph.

5. The method of claim 4 , wherein detecting the update to the connection between the two node profiles of the node graph further comprises detecting, by the one or more processors, a new connection between the two node profiles of the node graph.

6. The method of claim 1 , wherein detecting the update to the record object further comprises detecting, by the one or more processors, an update to an object field-value pair of the record object.

7. The method of claim 6 , wherein detecting the update to the record object comprises:
determining, by the one or more processors, an electronic activity identifying a participant, the electronic activity causing the one or more processors to update the object field-value pair of the record object;
determining, by the one or more processors, a node profile of the plurality of node profiles that is associated with the participant; and
wherein the content item is related to the node profile associated with the participant.

8. The method of claim 7 , wherein the content item is provisioned to an entity associated with the record object and identifies the record object corresponding to the participant.

9. The method of claim 7 , wherein the field of the object field-value pair of the record object corresponds to a stage of a process corresponding to the record object.

10. The method of claim 1 , further comprising:
parsing, by the one or more processors, the one or more electronic activities to generate a plurality of activity field-value pairs to update the node graph; and
detecting, by the one or more processors, the update to the node graph based on the plurality of activity field-value pairs.

11. The method of claim 1 , wherein the record object is a first record object, the method further comprising comparing, by the one or more processors, at least one object field-value pair of the first record object to a corresponding at least one object field-value pair of a second record object maintained by the one or more processors and wherein detecting the update to the record object includes detecting a change in the at least one object field-value pair of the first record object responsive to the comparison.

12. The method of claim 1 , further comprising storing, by the one or more processors in one or more data structures, an association between at least one of a node profile of the plurality of node profiles or a node field-value pair of the node profile corresponding to the update of the node graph and a restriction tag configured to restrict provisioning the content item.

13. The method of claim 1 , wherein accessing the at least one of the plurality of electronic activities transmitted or received via the electronic accounts associated with the one or more data source providers or the plurality of record objects of the one or more systems of record associated with the one or more data source providers further comprises:
accessing, by the one or more processors, a first electronic activity or a first record object associated with a first data source provider of the plurality of data source providers; and
accessing, by the one or more processors, a second electronic activity or a second record object associated with a second data source provider of the plurality of data source providers, wherein the method further comprises:
generating, by the one or more processors, a second content item based on:
at least one of the first electronic activity or the first record object; and
at least one of the second electronic activity or the second record object; and

provisioning, by the one or more processors, the second content item to at least one data source provider of the plurality of data source providers.

14. The method of claim 13 , further comprising:
determining, by the one or more processors, that information included in the second content item is not derivable from only electronic activities or record objects made accessible by t

Assignees

• People Ai Inc

Inventors

• Rogynskyy Oleg
• Flink David
• Shah Kavita
• Hai Wei

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