Systems and methods for matching electronic activities with whitespace domains to record objects in a multi-tenant system

Patent metadata

Field	Value
Publication number	US-12072883-B2
Application number	US-202117520051-A
Country	US
Kind code	B2
Filing date	Nov 5, 2021
Priority date	Nov 5, 2020
Publication date	Aug 27, 2024
Grant date	Aug 27, 2024

Abstract

The present disclosure relates to linking record objects between systems of record based on a comparison of object field-value pairs to a ground truth. A domain name may be identified from an electronic activity. It may be determined that the electronic activity does not match with any first record objects. A second record object including the domain name as a value may be identified. Object field-value pairs of the second record object may be identified. It may be determined that a third record object matches with the second record object. The electronic activity may be matched to the third second record object or a fourth record object. An association between the electronic activity and the third record object or the fourth record object may be stored.

First claim

What is claimed is:

1. A method comprising:
identifying, by one or more processors, a domain name from data of an electronic activity accessed from a first data source provider;
determining, by the one or more processors, that the electronic activity does not match with any first record objects of a first system of record corresponding to the first data source provider using the domain name, wherein the first system of record is a first local system of record maintained in one or more data structures and generated by the one or more processors using data obtained from a first client system of record of the first data source provider;
responsive to the determination that the electronic activity does not match with any first record objects of the first system of record using the domain name, identifying, by the one or more processors, from a plurality of second record objects included in the at least one second system of record of the at least one second data source provider, a second record object that includes the domain name as a value of an object field of the second record object, wherein the at least one second system of record is at least one second local system of record maintained in the one or more data structures and generated by the one or more processors using data obtained from at least one second client system of record of the at least one second data source provider;
identifying, by the one or more processors, from the second record object, one or more second object field-value pairs of the second record object that do not include the domain name as a value;
determining, by the one or more processors, that a third record object from the first system of record matches with the second record object of the at least one second system of record using the one or more second object field-value pairs of the second record object that do not include the domain name as a value;
matching, by the one or more processors, the electronic activity to the third record object or a fourth record object of the first system of record linked to the third record object responsive to the determination that the third record object of the first system of record matches with the second record object of the second system of record; and
storing, by the one or more processors, in one or more data structures, an association between the electronic activity and the third record object of the first system of record or the fourth record object of the first system of record.

2. The method of claim 1 , wherein the one or more second object field-value pairs comprise a company name object field-value pair.

3. The method of claim 1 , wherein the third record object is of a first record object type and the fourth record object is of a second record object type having a field-value pair identifying a stage of a process of the fourth record object.

4. The method of claim 1 , further comprising:
identifying, by the one or more processors, a second domain name from data of a second electronic activity accessed from the data source provider;
determining, by the one or more processors, that the second electronic activity does not match with any first record objects of the first system of record corresponding to the data source provider responsive to a determination that the second electronic activity does not satisfy the first match policy;
identifying, by the one or more processors, responsive to the determination that the second electronic activity does not match with any first record objects, from at least one fifth record object included in at least one third system of record of at least one third data source provider accessible to the one or more processors, a fifth record object that includes the second domain name as a value of an object field of the fifth record object;
identifying, by the one or more processors and from the fifth record object, one or more fifth object field-value pairs of the fifth record object;
determining, by the one or more processors and from the first system of record, that there are not any first record objects that satisfy the second match policy for the fifth record object based on comparing the one or more fifth object field-value pairs of the fifth record object with corresponding one or more object field-value pairs of first record objects of the first system of record; and
responsive to the determination that there are not any record objects that satisfy the second match policy for the fifth record object, generating, by the one or more processors, a sixth record object that includes the second domain name as a value of a domain name field of the sixth record object.

5. The method of claim 1 , further comprising:
determining, by the one or more processors, a domain type of the domain name, wherein determining, by the one or more processors, that the electronic activity does not match with any first record objects of the first system of record is performed responsive to the determination, by the one or more processors, that the domain type for the domain name is not a personal domain type.

6. The method of claim 1 , wherein identifying, by the one or more processors, from the plurality of second record objects included in the at least one second system of record of the at least one second data source provider accessible to the one or more processors, the second record object that includes the domain name as the value of the object field of the second record object comprises:
determining, by the one or more processors, that the second record object satisfies a third match policy; and
identifying, by the one or more processors, the second record object based on the second record object satisfying the third match policy.

7. The method of claim 1 , wherein identifying, by the one or more processors, from the plurality of second record objects included in the at least one second system of record of the at least one second data source provider accessible to the one or more processors, the second record object that includes the domain name as the value of the object field of the second record object comprises:
comparing, by the one or more processors, one or more fourth object field-value pairs of the second record object with corresponding one or more fifth object field-value pairs of at least one fifth record object of the at least one second system of record that have matching domain name values to the domain name of the electronic activity;
determining, by the one or more processors, a matching confidence score based on the comparison;
determining, by the one or more processors, that the matching confidence score satisfies a threshold; and
identifying, by the one or more processors, the second record object based on the determination that the matching confidence score satisfies the threshold.

8. The method of claim 1 , wherein identifying, by the one or more processors, from the plurality of second record objects included in the at least one second system of record of the at least one second data source provider accessible to the one or more processors, the second record object that includes the domain name as the value of the object field of the second record object comprises:
determining, by the one or more processors, most common values of corresponding fifth object field-value pairs of at least one fifth record object of the at least one second system of record that have matching domain name values to the domain name of the electronic activity;
comparing, by the one or more processors, one or more fourth object field-value pairs of the second record object with the most common values of the corresponding one or more fifth object field-value pairs;
determining, by the one or more processors, a matching confidence score that is proporti

Assignees

• People Ai Inc

Inventors

• Hermanek Stefan
• Cherednychenko Andrii
• Kvachov Andrey
• Seropyan Armine
• Korkuna Ostap
• Nykytiuk Volodymyr
• Jeske Eric

Classifications

• G06F16/21

  Design, administration or maintenance of databases · CPC title

• G06Q10/107

  Computer-aided management of electronic mailing [e-mailing] · CPC title

• G06F16/2455 Primary

  Query execution · CPC title

• G06F16/901 Primary

  Indexing; Data structures therefor; Storage structures (for retrieval from the web G06F16/951) · CPC title