Systems and methods for restricting electronic activities from being linked with record objects

Patent metadata

Field	Value
Publication number	US-11949751-B2
Application number	US-202318100501-A
Country	US
Kind code	B2
Filing date	Jan 23, 2023
Priority date	May 24, 2018
Publication date	Apr 2, 2024
Grant date	Apr 2, 2024

Abstract

The present disclosure relates to restricting electronic activities from being linked with record objects. According to at least one aspect of the disclosure, a method can include accessing, by one or more processors, a plurality of electronic activities, accessing a plurality of record objects of one or more systems of record, identifying an electronic activity of the plurality of electronic activities to match to one or more record objects, determining a data source provider associated with providing access to the electronic activity, and identifying a system of record corresponding to the determined data source provider. The system of record can include a plurality of candidate record objects to which to match the electronic activity. The method can include restricting the electronic activity from being linked with the at least one record object.

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 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 via one or more application programming interface (API) calls, 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 systems of record corresponding to the plurality of CRM systems of record, each local system of record including a plurality of local record objects corresponding to the plurality of CRM record objects of the corresponding 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 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 the one or more processors, an electronic activity of the plurality of electronic activities to match to one or more local record objects;
determining, by the one or more processors, a data source provider associated with providing the one or more processors access to the electronic activity;
identifying, by the one or more processors, a local system of record corresponding to the determined data source provider, the local system of record including a plurality of candidate local record objects to which to match the electronic activity; and
restricting, by the one or more processors, the electronic activity from being linked with the at least one local record object responsive to determining, by applying a rule-based restriction policy including at least one of i) a keyword rule specifying restriction of electronic activities including a predetermined keyword; ii) a regular expression pattern rule specifying restriction of electronic activities including one or more character strings that match a predetermined regular expression pattern; or iii) a logic-based rule specifying restriction of electronic activities, that the electronic activity satisfies at least one of the keyword rule, the regular expression pattern rule or the logic-based rule.

2. The method of claim 1 , further comprising:
identifying, by the one or more processors, from the plurality of candidate local record objects, the at least one local record object with which to match the electronic activity in accordance with a matching policy for the electronic activity;
identifying, by the one or more processors, an object type of the at least one local record object of the plurality of candidate local record objects with which to match the electronic activity;
identifying, by the one or more processors, an object field value corresponding to an object field of the at least one local record object from the plurality of candidate local record objects with which to match the electronic activity, the object field value corresponding to an entity of the at least one local record object; and
selecting, by the one or more processors, from a plurality of restriction policies including the rule-based restriction policy, a restriction policy to apply to restrict the electronic activity from being linked with the at least one local record object based on at least one of: the at least one local record object, the object type of the at least one local record object, and the object field value included in the at least one local record object.

3. The method of claim 1 , further comprising:
identifying, by the one or more processors, from a plurality of source levels, a source level for at least one of a recipient or a sender of the electronic activity to match with the at least one local record object; and
selecting, by the one or more processors, from a plurality of restriction policies including the rule-based restriction policy, a restriction policy to apply to restrict the electronic activity from being linked with the at least one local record object based on the source level.

4. The method of claim 1 , wherein restricting the electronic activity further comprises restricting the electronic activity from being linked with the at least one record object responsive to determining by applying the logic-based rule specifying restriction of electronic activities including at least one of a predetermined participant type and a predetermined group type.

5. The method of claim 1 , wherein restricting the electronic activity further comprises restricting the electronic activity from being linked with the at least one record object responsive to determining by applying the rule-based restriction policy to one or more tags assigned to the electronic activity.

6. The method of claim 5 , wherein the one or more tags are of a predetermined type based on a relationship between a sender and one or more recipients of the electronic activity.

7. The method of claim 1 , further comprising identifying, by the one or more processors, from the plurality of local candidate record objects, a second local record object with which to match the electronic activity, responsive to restricting the electronic activity from being linked with the at least one local record object.

8. The method of claim 1 , further comprising terminating, by the one or more processors, finding from the plurality of local record objects with which to match the electronic activity, responsive to restricting the electronic activity from being linked with all of the plurality of local record objects.

9. The method of claim 1 , further comprising terminating, by the one or more processors, finding from the plurality of local record objects with which to match the electronic activity, responsive to matching a second local record object of the plurality of local record objects with the electronic activity.

10. A system, comprising:
one or more processors, configured to:
access a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;

access, from one or more servers of a customer relationship management (CRM) system via one or more application programming interface (API) calls, 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;
generate a plurality of local systems of record corresponding to the plurality of CRM systems of record, each local system of record including a plurality of local record objects corresponding to the plurality of CRM record objects of the corresponding 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 the plurality of local record objects used by the one or more processors for matching electronic activities to the plurality of local r

Assignees

• People Ai Inc

Inventors

• Rogynskyy Oleg
• Lutsaievska Tetiana
• Wulf John
• Prakash Sathya Hariesh

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