Invention Grant
- Patent Title: Systems and methods for matching electronic activities directly to record objects of systems of record
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Application No.: US16213754Application Date: 2018-12-07
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Publication No.: US10565229B2Publication Date: 2020-02-18
- Inventor: Oleg Rogynskyy , Rajit Kurien Joseph , Jose Alberto Muniz Navarro
- Applicant: People ai, Inc.
- Applicant Address: US CA San Francisco
- Assignee: People.ai, Inc.
- Current Assignee: People.ai, Inc.
- Current Assignee Address: US CA San Francisco
- Agency: Foley & Lardner LLP
- Agent Shabbi S. Khan
- Main IPC: G06F16/27
- IPC: G06F16/27 ; G06F16/22

Abstract:
The system described herein can automatically match, link, or otherwise associate electronic activities with one or more record objects. For an electronic activity that is eligible or qualifies to be matched with one or more record objects, the system can identify one or more set of rules or rule sets. Using the rule sets, the system can identify candidate record objects. The system can then rank the identified candidate record objects to select one or more record objects with which to associate the electronic activity. The system can then store an association between the electronic activity and the selected one or more record objects.
Public/Granted literature
- US20190361910A1 SYSTEMS AND METHODS FOR MATCHING ELECTRONIC ACTIVITIES DIRECTLY TO RECORD OBJECTS OF SYSTEMS OF RECORD Public/Granted day:2019-11-28
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