Invention Grant
- Patent Title: Systems and methods for managing the use of electronic activities based on geographic location and communication history policies
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Application No.: US16419583Application Date: 2019-05-22
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Publication No.: US10657131B2Publication Date: 2020-05-19
- Inventor: Oleg Rogynskyy , Brittney Hall , Dylan Halladay , John Wulf , Vardhman Jain
- 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: H04L29/06
- IPC: H04L29/06 ; 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:
A method for managing information corresponding to electronic activities may include accessing a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers, maintaining a plurality of node profiles, updating the plurality of node profiles using the plurality of electronic activities, and identifying a node profile with which to link the electronic activity. The method further includes selecting, using an electronic activity management policy, an electronic activity management process of a plurality of electronic activity management processes based on i) at least one value of one or more predetermined field-value pairs of the node profile satisfying a location-based condition, or ii) a communication history between a first electronic account of the node profile and a second participant of the electronic activity. The method yet further includes managing information corresponding to the electronic activity in accordance with the selected electronic activity management process.
Information query