Systems and methods for managing the generation or deletion of record objects based on electronic activities and communication policies

Patent metadata

Field	Value
Publication number	US-11949682-B2
Application number	US-202217958714-A
Country	US
Kind code	B2
Filing date	Oct 3, 2022
Priority date	May 24, 2018
Publication date	Apr 2, 2024
Grant date	Apr 2, 2024

Abstract

The present disclosure relates to for managing the generation or deletion of record objects based on electronic activities and communication policies. Data of a plurality of electronic activities from one or more electronic accounts of the entity may be identified. It may be determined whether the identified data satisfies a communication policy. The communication policy may include one or more rules based on the electronic activities. Instructions to generate a contact record object or instructions to delete an existing contact record for the entity may be transmitted based on the condition of the communication of the communication policy that is satisfied.

First claim

What is claimed is:

1. A method comprising:
maintaining, by one or more processors of a data processing system, 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 one or more processors, a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;
accessing, by the one or more processors, from one or more servers of a customer relationship management (CRM) system, 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 the plurality of data source providers;
generating, by the one or more processors, a plurality of local record objects corresponding to the plurality of CRM record objects, 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 the plurality of local record objects used by the one or more processors for matching electronic activities to the plurality of local record objects;
identifying, by one or more processors, for an entity corresponding to a node profile, data of a plurality of electronic activities linked to one or more local record objects corresponding to a first data source provider of the one or more data source providers and transmitted from or received by one or more electronic accounts of the entity;
determining, by the one or more processors, whether the identified data of the plurality of electronic activities satisfies a communication policy, the communication policy including one or more rules based on i) a number of electronic activities transmitted from the one or more electronic accounts of the entity or ii) a value determined from the data of the plurality of electronic activities and used to update one or more communication settings for communicating with the one or more electronic accounts of the entity; and
transmitting, by the one or more processors, instructions to generate, in a system of record of the first data source provider, a contact record object for the entity based on the identified data satisfying a first condition of the communication policy and responsive to generating a local contact record object corresponding to the entity; or
transmitting, by the one or more processors, instructions to delete, in the system of record of the first data source provider, an existing contact record object for the entity based on the identified data satisfying a second condition of the communication policy.

2. The method of claim 1 , further comprising:
transmitting, by the one or more processors, instructions to store, in the system of record of the first data source provider, a first association between the contact record object for the entity and a first communication setting responsive to the identified data satisfying the first condition of the communication policy, the first communication setting authorizing the first data source provider to contact or store data about the entity; or
transmitting, by the one or more processors, instructions to store, in the system of record of the first data source provider, a second association between the contact record object for the entity and a second communication setting responsive to the identified data satisfying the second condition of the communication policy, the second communication setting restricting communication between the first data source provider and the entity.

3. The method of claim 1 ,
wherein each node profile of the plurality of node profiles including a source field-value pair indicating which data source providers are authorized to collect data for the node profile;
receiving, by the one or more processors, an indication to remove a value associated with a second data source provider from a source field-value pair of the node profile of the entity; and
removing, by the one or more processors, the value associated with the second data source provider from the source field-value pair of the entity responsive to receiving the indication.

4. The method of claim 1 , wherein determining, by the one or more processors, whether the identified data of the plurality of electronic activities satisfies the communication policy comprises evaluating the communication policy using electronic activities between a plurality of entities of the first data source provider and the entity.

5. The method of claim 1 , further comprising:
responsive to the second condition of the communication policy being satisfied, storing, by the one or more processors in a data structure, an association between a restriction tag to restrict communication between the first data source provider and the entity.

6. The method of claim 1 , further comprising:
responsive to the second condition of the communication policy being satisfied, transmitting, by the one or more processors, instructions to generate, in the system of record of the first data source provider, a restriction tag used by the system of record to restrict communication between the first data source provider and the entity and store an association between the restriction tag and the entity in a data structure of the system of record of the first data source provider.

7. The method of claim 1 , further comprising:
comparing, by the one or more processors, the number of electronic activities transmitted or received by the one or more electronic accounts of the entity to a first restriction threshold; and
transmitting, by the one or more processors, instructions to update an object field-value pair of the contact record object based on determining that the number of electronic activities that were transmitted or received by the one or more electronic accounts of the entity exceeds the first restriction threshold.

8. The method of claim 7 , further comprising:
comparing, by the one or more processors, the number of electronic activities transmitted or received by the one or more electronic accounts of the entity to a second restriction threshold; and
transmitting, by the one or more processors, instructions to update the object field-value pair of the contact record object based on determining that the number of electronic activities that were transmitted or received by the one or more electronic accounts of the entity exceeds the second restriction threshold.

9. The method of claim 1 , further comprising:
determining, by the one or more processors, a type of electronic activity for each of the plurality of electronic activities,
wherein determining by the one or more processors, whether the identified data of the plurality of electronic activities satisfies the communication policy is based on the type of electronic activity for each for the plurality of electronic activities.

10. The method of claim 1 , wherein the system of record includes a plurality of contact record objects, each contact record object of the plurality of contact record objects associated with a different entity, the method further comprising:
receiving, by the one or more processors, a validation request,
wherein the transmitting, by the one or more processors, instructions to delete the existing contact record object for the entity setting is performed further responsive to receiving the validation request.

11. The method of c

Assignees

• People Ai Inc

Inventors

• Rogynskyy Oleg
• Hall Brittney
• Halladay Dylan
• Wulf John
• Jain Vardhman

Classifications

• H04L63/102 Primary

  Entity profiles · CPC title

• G06F16/2379 Primary

  Updates performed during online database operations; commit processing · CPC title

• G06N20/00

  Machine learning · CPC title

• H04L63/20

  for managing network security; network security policies in general (filtering policies H04L63/0227) · CPC title

• H04L67/1095

  Replication or mirroring of data, e.g. scheduling or transport for data synchronisation between network nodes · CPC title