Systems and methods for managing the generation or deletion of record objects based on electronic activities and communication policies

Patent metadata

Field	Value
Publication number	US-11463441-B2
Application number	US-202016877078-A
Country	US
Kind code	B2
Filing date	May 18, 2020
Priority date	May 24, 2018
Publication date	Oct 4, 2022
Grant date	Oct 4, 2022

Abstract

The present disclosure relates to for managing the generation or deletion of record objects based on electronic activities and communication policies. Data of a plurality of electronic activities from one or more electronic accounts of the entity may be identified. It may be determined whether the identified data satisfies a communication policy. The communication policy may include one or more rules based on the electronic activities. Instructions to generate a contact record object or instructions to delete an existing contact record for the entity may be transmitted based on the condition of the communication of the communication policy that is satisfied.

First claim

What is claimed is:

1. A method comprising:
identifying, by one or more processors, for an entity, data of a plurality of electronic activities accessible to a first data source provider and transmitted from or received by one or more electronic accounts of the entity;
determining, by the one or more processors, whether the identified data of the plurality of electronic activities satisfies a communication policy, the communication policy including one or more rules based on i) a number of electronic activities transmitted from the one or more electronic accounts of the entity or ii) one or more values determined from the data of the plurality of electronic activities and used to update one or more communication settings for communicating with the one or more electronic accounts of the entity; and
transmitting, by the one or more processors to one or more servers maintaining a system of record of the first data source provider, instructions to generate, in the system of record, a contact record object for the entity based on i) the number of electronic activities transmitted from the one or more electronic accounts of the entity satisfying a predetermined number of electronic activities or ii) a first value determined from the data included in the plurality of electronic activities that satisfies a first condition of the communication policy, the contact record object including one or more object field-value pairs identifying the entity; or
transmitting, by the one or more processors to the one or more servers maintaining the system of record of the first data source provider, instructions to delete, from the system of record of the first data source provider, an existing contact record object for the entity based on i) the number of electronic activities transmitted from the one or more electronic accounts of the entity not satisfying the predetermined number of electronic activities or ii) a second value determined from the data included in the plurality of electronic activities that satisfies a second condition of the communication policy.

2. The method of claim 1 , further comprising:
transmitting, by the one or more processors, instructions to store, in the system of record of the first data source provider, a first association between the contact record object for the entity and a first communication setting responsive to the identified data satisfying the first condition of the communication policy, the first communication setting used to permit the first data source provider to contact the entity or store data about the entity; or
transmitting, by the one or more processors, instructions to store, in the system of record of the first data source provider, a second association between the contact record object for the entity and a second communication setting responsive to the identified data satisfying the second condition of the communication policy, the second communication setting used to restrict communication between the first data source provider and the entity.

3. The method of claim 1 , further comprising:
maintaining, by the one or more processors, a plurality of node profiles, each node profile of the plurality of node profiles including a source field-value pair indicating which data source providers are authorized to collect data for the node profile;
receiving, by the one or more processors, an indication to remove a value associated with a second data source provider from a source field-value pair of a node profile of the entity; and
removing, by the one or more processors, the value associated with the second data source provider from the source field-value pair of the entity responsive to receiving the indication.

4. The method of claim 1 , wherein determining, by the one or more processors, whether the identified data of the plurality of electronic activities satisfies the communication policy comprises evaluating the communication policy using electronic activities between a plurality of entities of the first data source provider and the entity.

5. The method of claim 1 , further comprising:
responsive to the second condition of the communication policy being satisfied, storing, by the one or more processors in a data structure, an association between a restriction tag to restrict communication between the first data source provider and the entity.

6. The method of claim 1 , further comprising:
responsive to the second condition of the communication policy being satisfied, transmitting, by the one or more processors, instructions to generate, in the system of record of the first data source provider, a restriction tag used by the system of record to restrict communication between the first data source provider and the entity and store an association between the restriction tag and the entity in a data structure of the system of record of the first data source provider.

7. The method of claim 1 , further comprising:
comparing, by the one or more processors, the number of electronic activities transmitted or received by the one or more electronic accounts of the entity to a first restriction threshold; and
transmitting, by the one or more processors, instructions to update an object field-value pair of the contact record object based on determining that the number of electronic activities that were transmitted or received by the one or more electronic accounts of the entity exceeds the first restriction threshold.

8. The method of claim 7 , further comprising:
comparing, by the one or more processors, the number of electronic activities transmitted or received by the one or more electronic accounts of the entity to a second restriction threshold; and
transmitting, by the one or more processors, instructions to update the object field-value pair of the contact record object based on determining that the number of electronic activities that were transmitted or received by the one or more electronic accounts of the entity exceeds the second restriction threshold.

9. The method of claim 1 , further comprising:
determining, by the one or more processors, a type of electronic activity for each of the plurality of electronic activities,
wherein determining by the one or more processors, whether the identified data of the plurality of electronic activities satisfies the communication policy is based on the type of electronic activity for each for the plurality of electronic activities.

10. The method of claim 1 , wherein the system of record includes a plurality of contact record objects, each contact record object of the plurality of contact record objects associated with a different entity, the method further comprising:
receiving, by the one or more processors, a validation request,
wherein the transmitting, by the one or more processors, instructions to delete the existing contact record object for the entity setting is performed further responsive to receiving the validation request.

11. The method of claim 1 , further comprising:
determining, by the one or more processors, a location for the entity; and
determining, by the one or more processors, the communication policy based on the determined location of the entity.

12. The method of claim 11 , wherein determining, by the one or more processors, the location for the entity comprises identifying, by the one or more processors, the location from a location field-value pair of a node profile associated with the entity.

13. The method of claim 1 , further comprising:
storing, by the one or more processors, an identifier associated with the entity in one or more data structures;
receiving, by the one or more processors, an electronic activity from an electronic acc

Assignees

• People Ai Inc

Inventors

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

Classifications

• H04L63/20

  for managing network security; network security policies in general (filtering policies H04L63/0227) · CPC title

• G06N20/00

  Machine learning · CPC title

• H04L63/102 Primary

  Entity profiles · CPC title

• H04L67/1095

  Replication or mirroring of data, e.g. scheduling or transport for data synchronisation between network nodes · CPC title

• G06F16/2379 Primary

  Updates performed during online database operations; commit processing · CPC title