Systems and methods for updating record objects of a system of record

Patent metadata

Field	Value
Publication number	US-12301683-B2
Application number	US-202217986214-A
Country	US
Kind code	B2
Filing date	Nov 14, 2022
Priority date	May 24, 2018
Publication date	May 13, 2025
Grant date	May 13, 2025

Abstract

The present disclosure relates to generating performance profiles of member nodes. A plurality of electronic activities can be accessed. A subset of electronic activities from the plurality of electronic activities can be identified. The subset of electronic activities can be parsed to identify participants of the electronic activities. A second node profile can be accessed for each participant. Participant types can be identified from each second node profiles. A distribution of the subset of electronic activities can be determined. A performance profile can be generated.

First claim

What is claimed is:

1. A method comprising:
accessing, by one or more processors of a first system, a plurality of record objects of a system of record maintained on one or more servers via a connection established between the first system and the one or more servers, the plurality of record objects comprising at least one opportunity record object of an opportunity record object type and a plurality of contact record objects of a contact record object type, each record object of the plurality of record objects comprising one or more object fields having one or more object field-values, the system of record corresponding to a data source provider, the at least one opportunity record object comprising a first role object field configured to store a first association with a respective contact record object;
identifying, by the one or more processors, from the plurality of record objects, a particular opportunity record object;
creating, by the one or more processors, in one or more data structures of the first system, for the particular opportunity record object maintained on the one or more servers, a corresponding shadow opportunity record object maintained by the one or more processors of the first system, the shadow opportunity record object including a shadow role object field configured to store a value corresponding to a contact record object of the plurality of contact record objects, the shadow opportunity record object created as a copy of the particular opportunity record object and configured to be updated responsive to updates to the particular opportunity record object;
identifying, by the one or more processors, a plurality of participants of a first electronic activity linked to the particular opportunity record object;
generating, by the one or more processors, for a first contact record object of the plurality of contact record objects corresponding to a first participant of the plurality of participants, a first role assignment score using a role assignment policy for assigning the first contact record object to the role object field of the particular opportunity record object, the role object field indicating a role of the first participant in an opportunity of the particular opportunity record object, the role assignment score indicates a likelihood that the first participant is to be assigned the role in the particular opportunity record object and is computed based on
i) a plurality of second opportunity record objects other than the particular opportunity record object maintained on the system of record in which the first candidate contact record object is assigned to a role object field of the corresponding opportunity record object, or
ii) using one or more object field-values of the first contact record object corresponding to one of a title, a department, or a seniority of the first participant identified by the first contact record object;
selecting, by the one or more processors, from the plurality of contact record objects, the first contact record object responsive to determining that the first role assignment score satisfies a threshold;
storing, by the one or more processors, in the shadow opportunity record object, a third association between the shadow role object field of the shadow opportunity record object, the first contact record object, and the first role assignment score; and
transmitting, by the one or more processors, to the one or more servers, instructions to cause the one or more servers to store a fourth association between the first contact record object identifying the first participant and the first role object field of the particular opportunity record object, the first role object field used to identify a particular role of the first participant in an opportunity corresponding to the particular opportunity record object.

2. The method of claim 1 , further comprising determining a number of opportunity record objects in which the first contact record object is associated with a role object field of a corresponding opportunity record object of the plurality of opportunity record objects.

3. The method of claim 1 , further comprising:
maintaining, by the one or more processors, in the one or more data structures, a plurality of node profiles, each node profile including a plurality of node field-value pairs, each node field-value pair generated from data extracted from one or more electronic activities or one or more object field-value pairs of a contact record object with which the node profile is associated;
identifying, by the one or more processors, a first node profile of the plurality of node profiles associated with the first contact record object; and
determining, by the one or more processors, the first role assignment score based on a node field-value pair of the first node profile corresponding to a title, seniority, or department including a value satisfying a predetermined condition.

4. The method of claim 1 , wherein the role assignment policy comprises a plurality of rules to generate the first role assignment score based on object field-values for each of the plurality of contact record objects corresponding to the plurality of participants identified in the first electronic activity.

5. The method of claim 1 , wherein each of the plurality of contact record objects corresponds to a different participant of the first electronic activity.

6. A computing system comprising:
one or more processors of the computing system configured by machine-readable instructions to:
access a plurality of record objects of a system of record maintained on one or more servers via a connection established between the computing system and the one or more servers, the plurality of record objects comprising at least one opportunity record object of an opportunity record object type and a plurality of contact record objects of a contact record object type, each record object of the plurality of record objects comprising one or more object fields having one or more object field-values, the system of record corresponding to a data source provider, the at least one opportunity record object comprising a first role object field configured to store a first association with a respective contact record object;
identify from the plurality of record objects, a particular opportunity record object;
create, in one or more data structures of the computing system, for the particular opportunity record object maintained on the one or more servers, a corresponding shadow opportunity record object maintained by the one or more processors of the computing system, the shadow opportunity record object including a shadow role object field configured to store a value corresponding to a contact record object of the plurality of contact record objects, the shadow opportunity record object created as a copy of the particular opportunity record object and configured to be updated responsive to updates to the particular opportunity record object;
identify a plurality of participants of a first electronic activity linked to the particular opportunity record object;
generate, for a first contact record object of the plurality of contact record objects corresponding to a first participant of the plurality of participants, a first role assignment score using a role assignment policy for assigning the first contact record object to the role object field of the particular opportunity record object, the role object field indicating a role of the first participant in an opportunity of the particular opportunity record object, the role assignment score indicates a likelihood that the first participant is to be assigned the role in the particular opportunity record object and is computed based on
i) a plurality of second opportunity record objects other than the particular opportunity reco

Assignees

• People Ai Inc

Inventors

• Rogynskyy Oleg
• Brunets Yurii
• Jeske Eric
• Dingwall Nicholas

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