Invention Grant
- Patent Title: Systems and methods for generating performance profiles using electronic activities matched with record objects
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Application No.: US16421328Application Date: 2019-05-23
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Publication No.: US10649999B2Publication Date: 2020-05-12
- Inventor: Oleg Rogynskyy , Yurii Brunets , Eric Jeske , Nicholas Dingwall
- 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: G06F17/00
- IPC: G06F17/00 ; G06F16/2455 ; G06F16/23 ; G06Q10/10 ; H04L12/58 ; G06F16/901 ; G06F11/34 ; G06F16/21 ; G06F16/22 ; G06F16/28 ; G06F16/215 ; G06N20/00 ; H04L29/08 ; G06F16/11 ; G06F16/9035 ; G06F16/178 ; G06F16/17 ; G06Q10/06 ; G06F16/25 ; G06F16/27 ; H04L12/24 ; G06N3/08 ; G06F16/903 ; G06F16/906 ; G06F16/9535 ; G06F7/14 ; H04L29/12 ; G06F16/2457 ; G06F16/2458 ; G06F16/29 ; G06F16/335 ; G06F16/245 ; H04L12/26 ; G06F11/30 ; G06F21/62 ; G06F16/26 ; G06F16/35 ; G06N5/04 ; G06Q10/04 ; G16H15/00 ; G16H50/30 ; G16H50/20 ; G06Q50/22 ; G06N7/02 ; H04M3/436 ; H04M15/00 ; G06F40/20 ; G06F40/205 ; G06F40/295 ; H04M3/56

Abstract:
Methods and systems for generating performance profiles using electronic activities linked to record objects are disclosed. Exemplary implementations may: access a record objects of a system of record of a data source provider; identify, from the record objects, a subset of record objects associated with a node profile corresponding to an entity; identify, for each record object of the subset, electronic activities linked to the record object; determine, for each record object of the subset, a respective entity engagement profile for the entity based on the electronic activities linked to the record object and one or more object field-value pairs of the record object; generate a composite entity engagement profile of the entity based on each respective entity engagement profile corresponding to each record object of the subset of record objects; and store, in one or more data structures, an association between the entity and the entity performance profile.
Information query