Systems and methods for determining the shareability of values of node profiles

Patent metadata

Field	Value
Publication number	US-11470170-B2
Application number	US-201916694253-A
Country	US
Kind code	B2
Filing date	Nov 25, 2019
Priority date	May 24, 2018
Publication date	Oct 11, 2022
Grant date	Oct 11, 2022

Abstract

The present disclosure relates to determining the shareability of values of node profiles. Record objects and electronic activities of a system of record corresponding to a data source provider 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. Values of fields corresponding to a predetermined type of field including fewer than a predetermined threshold number of data source providers may be identified. A restriction tag used to restrict populating other node profiles may be generated. Provision of the value with a second data source provider may be restricted.

First claim

What is claimed is:

1. A method comprising:
accessing, by one or more processors, data of i) a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers or ii) a plurality of record objects of a plurality of systems of record associated with the plurality of data source providers;
identifying, by the one or more processors, from a first system of record of a first data source provider, an object field-value pair of a first record object of the first system of record;
determining, by the one or more processors, that the object field-value pair is associated with a restriction tag used to restrict sharing a value of the object field-value pair with one or more second systems of record of the plurality of systems of record;
identifying, by the one or more processors, the object field-value pair from at least one electronic activity of the plurality of electronic activities that are accessible via a second data source provider of the plurality of data source providers or at least one second record object of a second system of record of the one or more second systems of record that corresponds to the second data source provider;
determining, by the one or more processors, responsive to identifying the object field-value pair from the at least one electronic activity or the at least one second record object, that the object field-value pair satisfies a shareability condition defined by a restriction policy associated with the first data source provider; and
providing, by the one or more processors, the value of the object field-value pair to at least one third system of record of a third data source provider of the plurality of data source providers responsive to determining that the shareability condition is satisfied.

2. The method of claim 1 , further comprising updating, by the one or more processors, in one or more data structures, an association between the object field-value pair and a shareability setting responsive to determining that the object field-value pair satisfies the shareability condition.

3. The method of claim 1 , wherein identifying the object field-value pair of the first record object of the first system of record comprises determining that the object field-value pair corresponds to a predetermined type of object field with which restriction tags can be associated.

4. The method of claim 3 , wherein identifying the object field-value pair of the first record object of the first system of record comprises:
identifying, by the one or more processors, an electronic activity of the plurality of electronic activities;
determining, by the one or more processors, from the electronic activity, an activity field-value pair identifying the value; and
transmitting, by the one or more processors, instructions to update the first record object of the first system of record by generating the object field-value pair using the value of the activity field-value pair.

5. The method of claim 4 , further comprising maintaining, by the one or more processors, in one or more data structures, an association between the object field-value pair and the restriction tag.

6. The method of claim 1 , further comprising:
receiving, by the one or more processors, a request to restrict sharing the object field-value pair of the first record object;
generating, by the one or more processors, the restriction tag to restrict sharing the value with the one or more second systems of record; and
storing, by the one or more processors, in one or more data structures, an association between the restriction tag and the object field-value pair.

7. The method of claim 1 , wherein determining that the object field-value pair satisfies the shareability condition comprises:
maintaining, by the one or more processors, for the object field-value pair, a value data structure that identifies one or more data points corresponding to the object field-value pair, each data point of the one or more data points identifying an electronic activity or a record object including the value of the object field-value pair; and
determining, by the one or more processors, that a count of the one or more data points satisfies a threshold corresponding to the shareability condition.

8. The method of claim 1 , wherein determining that the object field-value pair satisfies the shareability condition comprises:
maintaining, by the one or more processors, for the object field-value pair, a value data structure that identifies one or more data points corresponding to the object field-value pair, each data point of the one or more data points identifying an electronic activity or a record object including the value of the object field-value pair and a data source provider of the plurality of data source providers; and
determining, by the one or more processors, a number of data source providers that provide the one or more data points included in the value data structure corresponding to the object field-value pair; and
determining, by the one or more processors, that the number of data source providers satisfies a threshold corresponding to the shareability condition.

9. A system comprising:
one or more processors configured by machine-readable instructions to:
access data of i) a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers or ii) a plurality of record objects of a plurality of systems of record associated with the plurality of data source providers;
identify from a first system of record of a first data source provider, an object field-value pair of a first record object of the first system of record;
determine that the object field-value pair is associated with a restriction tag used to restrict sharing a value of the object field-value pair with one or more second systems of record of the plurality of systems of record;
identify the object field-value pair from at least one electronic activity of the plurality of electronic activities that are accessible via a second data source provider of the plurality of data source providers or at least one second record object of a second system of record of the one or more second systems of record that corresponds to the second data source provider;
determine responsive to identifying the object field-value pair from the at least one electronic activity or the at least one second record object, that the object field-value pair satisfies a shareability condition defined by a restriction policy associated with the first data source provider; and
provide the value of the object field-value pair to at least one third system of record of a third data source provider of the plurality of data source providers responsive to determining that the shareability condition is satisfied.

10. The system of claim 9 , wherein the one or more processors are further configured to update in one or more data structures, an association between the object field-value pair and a shareability setting responsive to determining that the object field-value pair satisfies the shareability condition.

11. The system of claim 9 , wherein to identify the object field-value pair of the first record object of the first system of record, the one or more processors are configured to determine that the object field-value pair corresponds to a predetermined type of object field with which restriction tags can be associated.

12. The system of claim 11 , wherein to identify the object field-value pair of the first record object of the first system of record, the one or more processors are configured to:
identify an electronic activity of th

Assignees

• People Ai Inc

Inventors

• Rogynskyy Oleg
• Brunets Yurii
• Rice Devin

Classifications

• G06N3/08

  Learning methods · CPC title

• G06N3/09

  Supervised learning · CPC title

• G06F16/235

  Update request formulation · CPC title

• G06N7/02

  using fuzzy logic (computing arrangements based on biological models G06N3/00; computing arrangements using knowledge-based models G06N5/00) · CPC title

• G06Q10/06398

  Performance of employee with respect to a job function · CPC title