Systems and methods for matching record objects to electronic activities using indexing

Patent metadata

Field	Value
Publication number	US-12066978-B2
Application number	US-202218091999-A
Country	US
Kind code	B2
Filing date	Dec 30, 2022
Priority date	Dec 30, 2022
Publication date	Aug 20, 2024
Grant date	Aug 20, 2024

Abstract

The present disclosure relates to linking electronic activities between systems of record based on a comparison of electronic activity signals and system of record signals. Indexed files can be generated for each of a plurality of record objects of a system of record. An electronic activity may be accessed. A search query may be generated. Match scores for the record objects may be generated. An association between an electronic activity and a record object may be stored. Instructions to link to the electronic activity to the record object may be transmitted.

First claim

What is claimed is:

1. A system comprising:
one or more processors coupled to memory, the one or more processors configured to:
generate, for each record object of a plurality of record objects of a system of record, an index file corresponding to data included in the record object, 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 values;
access an electronic activity;
generate a search query responsive to extracting data from the electronic activity;
generate, for each record object of one or more of the plurality of record objects, a match score based on a match between the search query and the index file corresponding to the record object;
store, in one or more data structures, an association between the electronic activity and a first record object having a highest match score of the one or more record objects; and
transmit instructions to link the electronic activity to the first record object in the system of record, wherein each record object of the plurality of record objects corresponds to an account type or an opportunity type, and wherein the one or more processors are configured to generate the index file for the record object by:
determining whether the record object is an account record object or an opportunity record object;
extracting the data from the record object;
aggregating the extracted data into an index file; and
labeling the index file with an indication according to the determining of whether the record object is an account record object or an opportunity record object.

2. The system of claim 1 , wherein the one or more processors are configured to generate the index file for the record object by:
extracting a subset of the one or more object field values from the one or more object fields; and
aggregating the extracted subset into the index file for the record object.

3. The system of claim 1 , wherein the one or more processors are configured to:
generate a list of the one or more record objects ranked based on the match score of each record object; and
select the first record object responsive to the first record object having a highest ranking on the list.

4. The system of claim 1 , wherein the one or more processors are configured to generate the search query by:
extracting key words from the electronic activity; and
generating the search query from the key words.

5. A system comprising:
one or more processors coupled to memory, the one or more processors configured to:
generate, for each record object of a plurality of record objects of a system of record, an index file corresponding to data included in the record object, 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 values;
access an electronic activity;
generate a search query responsive to extracting data from the electronic activity;
generate, for each record object of one or more of the plurality of record objects, a match score based on a match between the search query and the index file corresponding to the record object;
store, in one or more data structures, an association between the electronic activity and a first record object having a highest match score of the one or more record objects; and
transmit instructions to link the electronic activity to the first record object in the system of record, wherein each record object of the plurality of record objects corresponds to an account type or an opportunity type, and wherein the one or more processors are configured to:
generate a first set of index files comprising index files generated from data of account record objects and a second set of index files comprising index files generated from opportunity record objects; and
wherein the one or more processors are configured to generate the match score for each record object of the one or more record objects by generating match scores for one or more index files of the first set of index files.

6. A system comprising:
one or more processors coupled to memory, the one or more processors configured to:
generate, for each record object of a plurality of record objects of a system of record, an index file corresponding to data included in the record object, 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 values;
access an electronic activity;
generate a search query responsive to extracting data from the electronic activity;
generate, for each record object of one or more of the plurality of record objects, a match score based on a match between the search query and the index file corresponding to the record object;
store, in one or more data structures, an association between the electronic activity and a first record object having a highest match score of the one or more record objects; and
transmit instructions to link the electronic activity to the first record object in the system of record, wherein the one or more processors are configured to generate the search query as a first search query, and the one or more of the plurality of record objects comprises account record objects; and
wherein the one or more processors are configured to:
identify an account identifier of the first record object responsive to the first record object having the highest score of the one or more record objects;
generate a second search query by including the extracted data from the electronic activity and the account identifier in the second search query; and
query a set of index files that correspond to a set of opportunity record objects with the second search query.

7. The system of claim 6 , wherein the one or more processors are further configured to:
generate a second match score for each of second one or more of the set of opportunity record objects based on the query; and
store, in the one or more data structures, an association between the electronic activity and a second record object having a highest match score of the second one or more opportunity record objects.

8. The system of claim 6 , wherein the one or more processors are further configured to:
generate a second match score for each of second one or more of the set of opportunity record objects based on the query; and
wherein the one or more processors are configured to:
store the association between the electronic activity and the first record object responsive to the first record object having a highest match score compared with the second match scores.

9. A system comprising:
one or more processors coupled to memory, the one or more processors configured to:
generate, for each record object of a plurality of record objects of a system of record, an index file corresponding to data included in the record object, 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 values;
access an electronic activity;
generate a search query responsive to extracting data from the electronic activity;
generate, for each record object of one or more of the plurality of record objects, a match score based on a match between the search query and the index file corresponding to the record object;
store, in one or more data structures, an association between the electronic activity and a first record object having a highest match score of the one or more record objects; and
transmit instructions to link the electronic activity to the first record object in the system of record, wherein the o

Assignees

• People Ai Inc

Inventors

• Surkov Sergey
• Pavlov Mykola
• Kvachov Andrii

Classifications

• G06F16/13

  File access structures, e.g. distributed indices (arrangements of input from, or output to, record carriers G06F3/06) · CPC title

• G06F16/2228

  Indexing structures · CPC title

• G06F16/148 Primary

  File search processing · CPC title