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

Patent metadata

Field	Value
Publication number	US-11895205-B2
Application number	US-202217694198-A
Country	US
Kind code	B2
Filing date	Mar 14, 2022
Priority date	May 24, 2018
Publication date	Feb 6, 2024
Grant date	Feb 6, 2024

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, a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers;
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 node field-value pairs, each node field-value pair including a value determined from data of one or more of the plurality of electronic activities;
generating, by the one or more processors, for a first electronic activity of the plurality of electronic activities of a first data source provider of the plurality of data source providers, a first plurality of activity field-value pairs;
matching, by the one or more processors, the first electronic activity to a first node profile of the plurality of node profiles by comparing one or more of the first plurality of activity field-value pairs with one or more corresponding node field-value pairs of the first node profile;
updating, by the one or more processors, the first node profile to include a new node field-value pair responsive to determining that a first activity field-value pair of the plurality of activity field-value pairs does not match any node field-value pair of the first node profile, the new node field-value pair having a data structure that includes a first data item about the first electronic activity and the first data source provider associated with the first electronic activity;
matching, by the one or more processors, a second electronic activity to the first node profile by comparing one or more of a second plurality of activity field-value pairs with the one or more corresponding node field-value pairs of the first node profile including the new node field-value pair;
updating, by the one or more processors, responsive to matching the second electronic activity to the first node profile, the data structure of the new node-field value pair to include a second data item about the second electronic activity and the second data source provider associated with the second electronic activity;
determining, by the one or more processors, from the data structure of the new node field-value pair, whether a number of data source providers satisfies a threshold; and
provisioning, by the one or more processors, responsive to determining that the number satisfies the threshold, a content item related to the new node field-value pair to at least one third data source provider of the plurality of data source providers.

2. 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.

3. The method of claim 1 , further comprising restricting, by the one or more processors, responsive to determining that the number of data source providers do not satisfy the threshold, provisioning of a content item related to the new node field-value pair to at least one third data source provider of the plurality of data source providers.

4. The method of claim 3 , further comprising storing, by the one or more processors in one or more data structures, an association between at least one of the first node profile or the new node field-value pair of the first node profile and a restriction tag configured to restrict provisioning of the content item.

5. 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 plurality of data source providers further comprises:
accessing, by the one or more processors, a first electronic activity associated with the first data source providers; and
accessing, by the one or more processors, a second electronic activity associated with the second data source provider, wherein the method further comprises:
generating, by the one or more processors, the content item based on:
at least one of the first electronic activity; and
at least one of the second electronic activity.

6. The method of claim 5 , further comprising:
determining, by the one or more processors, that information included in the content item is not derivable from only electronic activities made accessible by the first data source provider to the one or more processors; and
determining, by the one or more processors, that the information included in the content item is not derivable from only electronic activities made accessible by the second data source provider to the one or more processors, and
wherein provisioning the content item to the third data source provider comprises provisioning, by the one or more processors, the content item to the third data source provider responsive to the determination that the information included in the content item is not derivable from only electronic activities made accessible by the first data source provider to the one or more processors and responsive to the determination that the information included in the content item is not derivable from only electronic activities made accessible by the second data source provider to the one or more processors.

7. A system comprising:
one or more hardware processors configured by machine-readable instructions to:
access a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers;
maintain 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 value determined from data of one or more of the plurality of electronic activities;
generate, for a first electronic activity of the plurality of electronic activities of a first data source provider of the plurality of data source providers, a first plurality of activity field-value pairs;
match the first electronic activity to a first node profile of the plurality of node profiles by comparing one or more of the first plurality of activity field-value pairs with one or more corresponding node field-value pairs of the first node profile;
update the first node profile to include a new node field-value pair responsive to determining that a first activity field-value pair of the plurality of activity field-value pairs does not match any node field-value pair of the first node profile, the new node field-value pair having a data structure that includes a first data item about the first electronic activity and the first data source provider associated with the first electronic activity;
match a second electronic activity to the first node profile by comparing one or more of a second plurality of activity field-value pairs with the one or more corresponding node field-value pairs of the first node profile including the new node field-value pair;
update, responsive to matching the second electronic activity to the first node profile, the data structure of the new node-field value pair to include a second data item about the second electronic activity and the second data source provider associated with the second electronic activity;
determine, from the data structure of the new node field-value pair, whether a number of data source providers satisfies a threshold; and
provision, responsive to determining that the number satisfies the threshold, a content item related to the new node field-value pair to at least one third data source provider of the plurality of data source providers.

8. The system of claim 7 , wherein the one or more hardware processors are further configured to parse the one or more electronic activities to generate a plurality of activity field-value pairs.

9. The system

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

• 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