Systems and methods for determining a completion score of a record object from electronic activities

Patent metadata

Field	Value
Publication number	US-11895207-B2
Application number	US-202217958769-A
Country	US
Kind code	B2
Filing date	Oct 3, 2022
Priority date	May 24, 2018
Publication date	Feb 6, 2024
Grant date	Feb 6, 2024

Abstract

The present disclosure relates to a method for determining a completion score for a record object based on electronic activities. The method includes accessing record objects, each of which corresponds to a record object type and includes object fields having object field-values. The method includes selecting one of the record objects. The method includes identifying electronic activities transmitted or received associated with the record object. Each of the electronic activities has a timestamp indicating a receipt time or transmission time of the respective electronic activity. The method includes determining a participant of each of the electronic activities. The method includes determining a completion score indicating a likelihood of completing an event associated with the record object based on the timestamp of each of the electronic activities and the participant of each of the electronic activities. The method includes storing an association between the record object and the completion score.

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 systems of record, a plurality of record objects of the plurality of systems of record, each record object of the plurality of record objects corresponding to a record object type and comprising one or more object fields having one or more object field-value pairs;
generating, by the one or more processors, in a data store maintained by the data processing system, a plurality of shadow objects, wherein each shadow object is generated from a corresponding record object of the plurality of record objects by populating shadow field-value pairs using data included in corresponding object field-value pairs of the record object, the one or more processors configured to periodically synchronize the shadow object with the corresponding record object;
selecting, by the one or more processors, a first shadow object of the plurality of shadow objects;
identifying, by the one or more processors, a plurality of electronic activities transmitted or received via electronic accounts and associated with the first shadow object, each of the plurality of electronic activities associated with the first shadow object having a timestamp indicating a receipt time or transmission time of the respective electronic activity;
maintaining, by the one or more processors, a plurality of node profiles, each node profile corresponding to an entity and including a plurality of node field-value pairs, at least one node field-value pair updated using data from at least one record object or electronic activity of the plurality electronic activities;
determining, by the one or more processors and responsive to parsing the plurality of electronic activities, at least one participant of each of the plurality of electronic activities;
determining, by the one or more processors, at a first time, a first completion score indicating a likelihood of completing a first event associated with the first shadow object, the first completion score based on the timestamp of each of the plurality of electronic activities and the at least one participant of each of the plurality of electronic activities;
storing, by the one or more processors, in one or more data structures, a first association between the first shadow object and the first completion score;
identifying, by the one or more processors, a first electronic activity matched to the first shadow object, the first electronic activity indicating a receipt time or transmission time after the first time;
determining, by the one or more processors, at a second time after the first time, a second completion score indicating a likelihood of completing the first event associated with the first shadow object, the second completion score based on the timestamp of each of the plurality of electronic activities and the at least one participant of each of the plurality of electronic activities and the first electronic activity;
storing, by the one or more processors, in the one or more data structures, a second association between the first shadow object and the second completion score;
selecting, by the one or more processors, a second shadow object of the plurality of shadow objects;
identifying, by the one or more processors, a plurality of electronic activities transmitted or received via electronic accounts and associated with the second shadow object, each of the plurality of electronic activities associated with the second shadow object having a timestamp indicating a receipt time or transmission time of the respective electronic activity;
determining, by the one or more processors and responsive to parsing the plurality of electronic activities associated with the second shadow object, at least one participant of each of the plurality of electronic activities;
determining, by the one or more processors, at a third time, a third completion score indicating a likelihood of completing a second event associated with the second shadow object, the third completion score based on the timestamp of each of the plurality of electronic activities associated with the second shadow object and the at least one participant of each of the plurality of electronic activities;
storing, by the one or more processors, in one or more data structures, a third association between the second shadow object and the third completion score; and
transmitting, by the one or more processors, to the at least one server that stores the plurality of systems of records, at a fourth time in accordance with a batch processing task, instructions to store, for a first system of record of the plurality of systems of record, a fourth association between the second completion score and a first record object of the first system of record corresponding to the first shadow object and a fifth association between the third completion score and a second record object of the first system of record corresponding to the second shadow object.

2. The method of claim 1 , further comprising:
determining, by the one or more processors, a time distribution of the plurality of electronic activities based on the timestamp for each of the plurality of electronic activities;
and wherein determining, by the one or more processors, the first completion score comprises determining the first completion score based on the time distribution.

3. The method of claim 1 , further comprising:
determining, by the one or more processors, a role of the at least one participant of each of the plurality of electronic activities;
and wherein determining, by the one or more processors, the first completion score comprises determining the first completion score based on the role of the at least one participant of each of the plurality of electronic activities.

4. 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 node profile including a plurality of fields, each field of the plurality of fields including one or more value data structures, and each value data structure of the one or more value data structures including a node field-value;
identifying, by the one or more processors, a node profile from the plurality of node profiles for the at least one participant of each of the plurality of electronic activities;
determining, by the one or more processors and for the at least one participant of each of the plurality of electronic activities, a role value based on a field of the plurality of fields;
and wherein determining, by the one or more processors, the first completion score comprises determining the first completion score based on the role value for the at least one participant.

5. The method of claim 1 , wherein identifying, by the one or more processors, the plurality of electronic activities further comprises selecting the plurality of electronic activities responsive to the timestamp of each of the plurality of electronic activities being within a time window from a current time.

6. The method of claim 1 , further comprising:
identifying, by the one or more processors, a size value of an object field-value pair of the one or more object field-values for the first shadow object;
and wherein determining, by the one or more processors, the first completion score further comprises determining the first completion score based on the size value.

7. The method of claim 1 , further comprising:
identifying, by the one or more processors, a subset of the plurality of shadow objects responsive to each of the subset of the plurality of shadow objects having a similarity score to the first shadow object that satisfies a threshold;
determinin

Assignees

• People Ai Inc

Inventors

• Rogynskyy Oleg
• Markovsky Yury
• Jeske Eric
• Lutsaievska Tetiana
• Li Hang

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