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

Patent metadata

Field	Value
Publication number	US-11895208-B2
Application number	US-202217962477-A
Country	US
Kind code	B2
Filing date	Oct 8, 2022
Priority date	May 24, 2018
Publication date	Feb 6, 2024
Grant date	Feb 6, 2024

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:
maintaining, by a data processing system including one or more processors, a plurality of node profiles including a plurality of node field-value pairs, each node-field-value pair identifying a node field and one or more node values;
accessing, by the data processing system, from one or more servers of a customer relationship management (CRM) system, data of a plurality of CRM systems of record including a plurality of CRM record objects, each CRM record object of the plurality of CRM record objects corresponding to a record object type and comprising one or more object fields having one or more object field values, each respective CRM system of record of the plurality of the CRM systems of record corresponding to a respective data source provider of a plurality of data source providers;
generating, by the data processing system, a plurality of local systems of record including a plurality of local record objects, each local system of record corresponding to a respective CRM system of record, each respective local record object of the plurality of local record objects storing record object data obtained from the corresponding CRM record object, the record object data stored in each respective local record object usable by the data processing system for matching electronic activities to the respective local record object;
accessing, by one or more processors, data of a plurality of electronic activities transmitted or received via electronic accounts associated with the plurality of data source providers;
identifying, by the one or more processors, from a first local system of record of the plurality of local systems of record corresponding to a first CRM system of record of a first data source provider, an object field-value pair of a first local record object of the first local 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 CRM systems of record of the plurality of CRM 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 CRM system of record of the one or more second CRM systems of record or a corresponding second local system 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 CRM record object, that the object field-value pair satisfies a shareability condition defined by a restriction policy associated with the first data source provider;
updating, by the one or more processors, responsive to determining that the shareability condition is satisfied, a corresponding local record object of a third local system of record corresponding to a third CRM system of record of a third data source provider of the plurality of data source providers to include the value of the object field-value pair; and
transmitting, by the one or more processors, the value of the object field-value pair to at least one third CRM system of record of the third data source provider of the plurality of data source providers responsive to updating the corresponding local record object of the third local system of record.

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 local record object of the first local 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 local record object of the first local system of record comprises:
identifying, by the one or more processors, an electronic activity of the plurality of electronic activities; and
determining, by the one or more processors, from the electronic activity, an activity field-value pair identifying the value.

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 of the first local record object 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 local record object;
generating, by the one or more processors, the restriction tag to restrict sharing the value with the one or more second CRM 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 corresponding to a node profile 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 CRM 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 corresponding to a node profile 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 CRM 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:
maintain a plurality of node profiles including a plurality of node field-value pairs, each node-field-value pair identifying a node field and one or more node values;
access from one or more servers of a customer relationship management (CRM) system, data of a plurality of CRM systems of record including a plurality of CRM record objects, each CRM record object of the plurality of CRM record objects corresponding to a record object type and comprising one or more object fields having one or more object field values, each respective CRM system of record of the plurality of the CRM systems of record corresponding to a respective data source provider of a plurality of data source providers;
generate a plurality of local systems of record including a plurality of local r

Assignees

• People Ai Inc

Inventors

• Rogynskyy Oleg
• Brunets Yurii
• Rice Devin

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