Systems and methods for detecting events based on updates to node profiles from electronic activities

Patent metadata

Field	Value
Publication number	US-12069142-B2
Application number	US-202217683245-A
Country	US
Kind code	B2
Filing date	Feb 28, 2022
Priority date	May 24, 2018
Publication date	Aug 20, 2024
Grant date	Aug 20, 2024

Abstract

The present disclosure relates to methods, systems, and storage media for detecting events based on updates to node profiles from electronic activities. Exemplary implementations may access an electronic activity transmitted or received via an electronic account associated with a data source provider; generate a plurality of activity field-value pairs; maintain a plurality of node profiles; identify a first state of a first node profile of the plurality of node profiles; update the first node profile using the electronic activity; identify a second state of the first node profile subsequent to updating the first node profile using the electronic activity; detect a state change of the first node profile based on the first state and the second state; determine that the state change satisfies an event condition; and store an association between the first node profile and an event type corresponding to the event condition.

First claim

What is claimed is:

1. A method, comprising:
accessing, by one or more processors, an electronic mail (e-mail) of a plurality of e-mails transmitted or received via an electronic account associated with a data source provider;
generating, by the one or more processors, by parsing the e-mail, a plurality of activity field-value pairs from the e-mail of the plurality of e-mails, each activity field-value pair including an activity value associated with an activity field;
maintaining, by the one or more processors, in one or more data structures stored in a memory coupled to the one or more processors, a plurality of node profiles, each node profile of the plurality of node profiles including one or more node field-value pairs, each node field-value pair including a node value associated with a node field;
identifying, by the one or more processors, a first state of a first node profile of the plurality of node profiles, the first state corresponding to a first node field-value pair of the one or more node field-value pairs of the first node profile;
updating, by the one or more processors, the first node profile using the e-mail by either updating the first node field-value pair or adding a new field value corresponding to the first node field of the first node field-value pair;
identifying, by the one or more processors, a second state of the first node profile subsequent to updating the first node profile using the e-mail;
detecting, by the one or more processors, a state change of the first node profile based on the first state and the second state, the state change including an update to the first node field-value pair or the new field value corresponding to the first node field of the first node field-value pair;
determining, by the one or more processors, that the state change satisfies an event condition, the event condition corresponding to one or more predetermined node fields of the one or more node field-value pairs of the first node profile;
storing, by the one or more processors, responsive to the state change satisfying the event condition, an association between the first node profile and an event type corresponding to the event condition;
identifying, by the one or more processors, a system of record including at least one record object associated with the first node profile; and
transmitting, by the one or more processors, to the system of record, instructions corresponding to the event condition to update at least one value of the at least one record object of the system of record associated with the first node profile.

2. The method of claim 1 , further comprising:
selecting, by the one or more processors, the first node profile to update using the e-mail based on a match score of the first node profile indicating a likelihood that the e-mail is transmitted or received by the electronic account corresponding to the first node profile or a server corresponding to the electronic account.

3. The method of claim 1 , wherein each node value associated with a confidence score and wherein updating the first node profile includes updating a second field-value pair corresponding to the first field using the e-mail, the method further comprising:
identifying, by the one or more processors, a first field-value pair corresponding to the first field having a first highest confidence score in the first state;
identifying, by the one or more processors, that a confidence score of the second field-value pair is greater than a corresponding confidence score of the first field-value pair in the second state; and
wherein determining that the state change satisfies the event condition comprises determining that the confidence score of the second field-value pair is greater than the corresponding confidence score of the first field-value pair in the second state.

4. The method of claim 1 , further comprising:
receiving, by the one or more processors, a second e-mail;
identifying, by the one or more processors, the first node profile and at least one candidate node profile of the plurality of node profiles to which to link the second e-mail; and
selecting, by the one or more processors, the first node profile to which to link the second e-mail responsive to detecting the state change.

5. The method of claim 1 , further comprising:
updating, by the one or more processors, responsive to the state change satisfying the event condition, a hierarchy data structure that includes the first node profile.

6. The method of claim 1 , further comprising:
determining, by the one or more processors, from the e-mail, at least one of a time or date at which the first e-mail was transmitted or received; and wherein
storing, by the one or more processors, the association between the first node profile and an event type corresponding to the event condition comprises storing the association between the first node profile and the event type corresponding to the event condition and the at least one of the time or the date.

7. The method of claim 1 , wherein determining that the state change satisfies the event condition comprises determining that the first node field is at least one of a job title field, a company field, or a last name field, and the update indicates that the one or more node values include the new field value corresponding to the first node field in the second state and not in the first state.

8. The method of claim 1 , wherein determining that the state change satisfies the event condition comprises determining that the first node field includes at least two of a city field, a state field, or a phone number field, and the update indicates the one or more node values to include the new field value corresponding to the first node field in the second state and not in the first state.

9. A system, the system comprising:
one or more hardware processors configured by machine-readable instructions to:
access an electronic mail (e-mail) of a plurality of e-mails transmitted or received via an electronic account associated with a data source provider;
generate by parsing the e-mail, a plurality of activity field-value pairs from the e-mail of the plurality of e-mails, each activity field-value pair including an activity value associated with an activity field;
maintain in one or more data structures stored in a memory coupled to the one or more processors, a plurality of node profiles, each node profile of the plurality of node profiles including one or more node field-value pairs, each node field-value pair including a node value associated with a node field;
identify a first state of a first node profile of the plurality of node profiles, the first state corresponding to a first node field-value pair of the one or more node field-value pairs of the first node profile;
update the first node profile using the e-mail by either updating the first node field-value pair or adding a new field value corresponding to the first node field of the first node field-value pair;
identify a second state of the first node profile subsequent to updating the first node profile using the e-mail;
detect a state change of the first node profile based on the first state and the second state, the state change including an update to the first node field-value pair or the new field value corresponding to the first node field of the first node field-value pair;
determine that the state change satisfies an event condition, the event condition corresponding to one or more predetermined node fields of the one or more node field-value pairs of the first node profile;
store responsive to the state change satisfying the event condition, an association between the first node profile and an event type corresponding to the event condition;
identify a sys

Assignees

• People Ai Inc

Inventors

• Wulf John
• Prakash Sathya Hariesh
• Brunets Yurii
• Rogynskyy Oleg
• Joseph Rajit Kurien
• Markovsky Yury

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