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

Patent metadata

Field	Value
Publication number	US-11876874-B2
Application number	US-202117175982-A
Country	US
Kind code	B2
Filing date	Feb 15, 2021
Priority date	May 24, 2018
Publication date	Jan 16, 2024
Grant date	Jan 16, 2024

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:
accessing, by one or more processors of a data processing system in communication with at least one server that stores a plurality of customer relationship management (CRM) systems of record associated with a plurality of data source providers, from the at least one server, a plurality of CRM record objects of a first CRM system of record of the plurality of CRM systems of record, the first CRM system of record associated with a first data source provider of the plurality of data source providers;
generating, by the one or more processors, in one or more data structures maintained by the data processing system, a shadow system of record including a plurality of shadow objects, wherein each shadow object is generated from a corresponding CRM record object of the plurality of CRM record objects by populating shadow object field-value pairs using data included in corresponding CRM object field-value pairs of the CRM record object, the one or more processors configured to periodically synchronize the shadow object with the corresponding CRM record object;
identifying, by the one or more processors, a first electronic activity and a second electronic activity associated with the first 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 in the electronic activity;
determining, by the one or more processors, responsive to parsing the first electronic activity, that the first electronic activity is associated with an electronic account of the one or more electronic accounts, the electronic account corresponding to the first 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 first data source provider to apply to the electronic activity, the selected one or more filtering policies including at least one of i) a keyword policy configured to restrict electronic activities including a predetermined keyword; ii) a regex pattern policy configured to restrict electronic activities including one or more character strings that match a predetermined regex pattern; or iii) a logic-based policy configured to restrict 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 electronic activity, to restrict the electronic activity from being matched with one or more shadow record objects of the shadow system of record of the first data source provider based on the electronic activity satisfying at least one of the selected one or more filtering policies;
restricting, by the one or more processors, the first electronic activity from further 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 shadow record objects of the shadow system of record of the first 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 shadow record objects, the second electronic activity with a first shadow record object of the one or more shadow record objects responsive to a match policy; and
transmitting, by the one or more processors, to the at least one server that stores the CRM system of record of the plurality of CRM systems of record, instructions to store an association between the second electronic activity and a first CRM record object in the CRM system of record, the corresponding record object corresponding to the first shadow record object in the shadow 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 being trained for generation of the at least one filtering policy using electronic activities tagged as one of restricted and 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 being trained for generation of the at least one filtering policy using electronic activities tagged as one of restricted and unrestricted by an entity associated with the data source provider of the electronic account.

6. The method of claim 1 , wherein the first electronic activity is a first email and the second electronic activity is a second email.

7. The method of claim 1 , further comprising:
accessing, by the one or more processors, a plurality of electronic activities associated with the CRM system of record;
receiving, by the one or more processors, a request to apply a first policy of the one or more filtering policies;
determining, by the one or more processors, that a subset of the plurality of electronic activities satisfy the first policy; and
causing, by the one or more processors, removal of the subset from the CRM system of record.

8. The method of claim 1 , wherein the selected one or more 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 one or more processors, a plurality of node profiles corresponding to a plurality of unique entities, each electronic account of the plurality of electronic accounts linked to a respective node profile of the plurality of node profiles;
determining, by the one or more processors for the electronic activity, participants of the electronic activity based on an electronic account for the participants included in the electronic activity;
identifying, by the one or more processors for each of the participants, a respective node profile having an electronic account value for an electronic account field of the node profile which matches the electronic account included in the electronic activity; and
applying, by the one or more processors, the one or more filtering policies to the electronic activity based on extracted field value pairs from the node profiles for the participants of the electronic activity.

10. The method of claim 1 , further comprising:
maintaining, by one or more processors, a plurality of node profiles corresponding to a plurality of unique entities, each electronic account of the plurality of electronic accounts linked to a respective node profile of the pluralit

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

• G06Q10/1093

  Calendar-based scheduling for persons or groups · CPC title

• H04L41/14

  Network analysis or design · CPC title

• H04L43/08

  Monitoring or testing based on specific metrics, e.g. QoS, energy consumption or environmental parameters · CPC title