Invention Grant
- Patent Title: Systems and methods for matching electronic activities with record objects based on entity relationships
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Application No.: US17962475Application Date: 2022-10-08
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Publication No.: US12074955B2Publication Date: 2024-08-27
- Inventor: Oleg Rogynskyy , Stefan Hermanek , Dylan Halladay , Ostap Korkuna , Jose Alberto Muniz Navarro
- Applicant: People.ai, Inc.
- Applicant Address: US CA Redwood City
- Assignee: People.ai, Inc.
- Current Assignee: People.ai, Inc.
- Current Assignee Address: US CA Redwood City
- Agency: Foley & Lardner LLP
- Main IPC: G06F16/00
- IPC: G06F16/00 ; G06F7/14 ; G06F9/54 ; G06F11/30 ; G06F11/34 ; G06F16/11 ; G06F16/17 ; G06F16/178 ; G06F16/182 ; G06F16/21 ; G06F16/215 ; G06F16/22 ; G06F16/23 ; G06F16/245 ; G06F16/2455 ; G06F16/2457 ; G06F16/2458 ; G06F16/25 ; G06F16/26 ; G06F16/27 ; G06F16/28 ; G06F16/29 ; G06F16/31 ; G06F16/335 ; G06F16/35 ; G06F16/901 ; G06F16/903 ; G06F16/9035 ; G06F16/906 ; G06F16/9535 ; G06F21/62 ; G06F40/20 ; G06F40/237 ; G06F40/295 ; G06N3/08 ; G06N5/025 ; G06N5/04 ; G06N7/02 ; G06Q10/04 ; G06Q10/0631 ; G06Q10/0639 ; G06Q10/107 ; G06Q10/109 ; G06Q10/1091 ; G06Q10/1093 ; G06Q50/22 ; G16H50/20 ; H04L41/14 ; H04L43/00 ; H04L43/026 ; H04L43/045 ; H04L43/062 ; H04L43/065 ; H04L43/067 ; H04L43/0876 ; H04L51/046 ; H04L51/212 ; H04L51/234 ; H04L51/42 ; H04L61/45 ; H04L67/125 ; H04L67/30 ; H04L67/303 ; H04L67/306 ; H04L67/50 ; H04M3/436 ; H04M15/00 ; G06F40/205 ; G06N20/00 ; G06Q10/10 ; G16H15/00 ; G16H50/30 ; H04L12/14 ; H04L101/00 ; H04L101/35 ; H04L101/37 ; H04M3/22 ; H04M3/56

Abstract:
The present disclosure relates to systems and methods for matching electronic activities with record objects based on entity relationships. The method can include accessing a plurality of electronic activities, identifying an electronic activity, identifying a first participant associated with a first entity and a second participant associated with a second entity, determining whether a record object identifier is included in the electronic activity, identifying a first record object of the system of record that includes an instance of the record object identifier, and storing an association between the electronic activity and the first record object. The method can include determining a second record object corresponding to the second entity, identifying, using a matching policy, a third record object linked to the second record object and identifying a third entity, and storing, by the one or more processors, an association between the electronic activity and the third record object.
Public/Granted literature
- US20230053049A1 SYSTEMS AND METHODS FOR MATCHING ELECTRONIC ACTIVITIES WITH RECORD OBJECTS BASED ON ENTITY RELATIONSHIPS Public/Granted day:2023-02-16
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