H04M15/41

SYSTEMS AND METHODS FOR MAINTAINING EXTRACTED DATA IN A GROUP NODE PROFILE FROM ELECTRONIC ACTIVITIES

The present disclosure relates to maintaining extracted data in a group node profile from electronic activities. A group node profile associated with a group entity is maintained. A first data point including an electronic activity or a record object is accessed. The first data point is parsed using a value detection policy to obtain a first value. The group node profile is updated based on the first value. An association score between the group node profile and the first value is generated. A second data point is accessed. The second data point is parsed. The association score between the group node profile and the first value is updated.

SYSTEMS AND METHODS FOR MAINTAINING TRUST SCORES FOR DATA SOURCES

The present disclosure relates to maintaining trust scores for data sources. Record objects of a system of record corresponding to a data source provider may be accessed. Each record object may correspond to a record object type and have one or more object field-value pairs. Node profiles may be maintained. Each node profile may include one or more node field-value pairs. A subset of node field-value pairs of the node profiles with confidence scores greater than a threshold score may be identified. Each node field-value pair of the subset may be compared with a corresponding object field-value pair of the record objects. A trust score for the data source provider may be generated based on the comparison.

SYSTEMS AND METHODS FOR RESTRICTING ELECTRONIC ACTIVITIES FROM BEING LINKED WITH RECORD OBJECTS

The present disclosure relates to restricting electronic activities from being linked with record objects. According to at least one aspect of the disclosure, a method can include accessing, by one or more processors, a plurality of electronic activities, accessing a plurality of record objects of one or more systems of record, identifying an electronic activity of the plurality of electronic activities to match to one or more record objects, determining a data source provider associated with providing access to the electronic activity, and identifying a system of record corresponding to the determined data source provider. The system of record can include a plurality of candidate record objects to which to match the electronic activity. The method can include restricting the electronic activity from being linked with the at least one record object.

SYSTEMS AND METHODS FOR REMOVING ELECTRONIC ACTIVITIES FROM SYSTEMS OF RECORDS BASED ON FILTERING POLICIES

The present disclosure relates to systems and methods for removing electronic activities from systems of record based on filtering policies. The method includes accessing record objects of one or more systems of record. The method includes identifying a plurality of electronic activities stored in a record object of one of the systems of record. The method includes parsing the plurality of electronic activities. The method includes determining that one of the electronic activities is associated with an electronic account corresponding to a data source provider. The method includes selecting one or more filtering policies associated with the electronic account. The method includes applying the selected one or more filtering policies to the plurality of electronic activities to identify a subset of electronic activities. The method includes initiating a process to cause removal of at least one electronic activity of the subset of electronic activities from the system of record.

SYSTEMS AND METHODS FOR STANDARDIZING FIELD-VALUE PAIRS ACROSS DIFFERENT ENTITIES

Methods, systems, and computer-readable storage mediums for standardizing node field-value pairs of node profiles generated using electronic activities across multiple entities are described. In one aspect, the system can access, for a node profile of an entity, data points linked to the node profile. The system may determine a seniority value and a department value using the data points. The system may generate a normalized job title value by combining the seniority value and the department value using a title formatting policy specifying a format in which to combine to the seniority value and the department value. The normalized job title value may identify the seniority and department of entity. The system may store an association between the node profile and the normalized job title value in one or more data structures.

SYSTEMS AND METHOD OF DETERMINING NODE METRICS BASED ON FIELD-VALUE PAIRS AND ELECTRONIC ACTIVITIES

The present disclosure relates to a method for determining node metrics based on node field-value pairs and electronic activities. The method includes identifying a first node profile. The method includes identifying a plurality of electronic activities associated with the first node profile. The method includes identifying a first group of node profiles of a first category with a predetermined event. The method includes selecting a second group of node profiles. The method includes parsing the plurality of electronic activities to identify creation timestamps and participant characteristics of the electronic activities. The method includes generating an input array based on the timestamps and the participant characteristics. The method includes generating, for each of the second group of node profiles, a respective array. The method includes determining a probability score indicating a likelihood that the node profile belongs to the first category.

SYSTEMS AND METHODS FOR UPDATING FIELD-VALUE PAIRS OF RECORD OBJECTS USING ELECTRONIC ACTIVITIES

The present disclosure relates to methods, systems, and storage media for updating field-value pairs of record objects using electronic activities linked to the record objects. The method can maintain a plurality of node profiles corresponding to a plurality of unique entities; access a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers; identify a record object of a plurality of record objects of one or more systems of record; match electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object; identify a node profile matched with the electronic activity of the plurality of electronic activities; determine a weighting factor for the electronic activity; and update a stage field of the record object to a second stage value indicating a second proximity to the completion of the event.

SYSTEMS AND METHODS FOR GENERATING CONFIDENCE SCORES OF VALUES OF FIELDS OF NODE PROFILES USING ELECTRONIC ACTIVITIES
20190361865 · 2019-11-28 · ·

The present disclosure relates to dynamically generating and updating confidence scores of values of fields based on data points. A system having access to a plurality of data points corresponding to electronic activities and record objects can identify a node profile of the plurality of node profiles including a plurality of fields, determine, for at least one data point of the one or more data points included in a respective value data structure of a value of a field of the plurality of fields of the node profile, a contribution score of the data point based on a time corresponding to when the data point was generated or updated. The system can then generate a confidence score of the value of the field of the node profile based on the contribution score of the at least one data point.

SYSTEMS AND METHODS FOR DETERMINING A COMPLETION SCORE OF A RECORD OBJECT FROM ELECTRONIC ACTIVITIES

The present disclosure relates to a method for determining a completion score for a record object based on electronic activities. The method includes accessing record objects, each of which corresponds to a record object type and includes object fields having object field-values. The method includes selecting one of the record objects. The method includes identifying electronic activities transmitted or received associated with the record object. Each of the electronic activities has a timestamp indicating a receipt time or transmission time of the respective electronic activity. The method includes determining a participant of each of the electronic activities. The method includes determining a completion score indicating a likelihood of completing an event associated with the record object based on the timestamp of each of the electronic activities and the participant of each of the electronic activities. The method includes storing an association between the record object and the completion score.

SYSTEMS AND METHODS FOR IDENTIFYING A SEQUENCE OF EVENTS AND PARTICIPANTS FOR RECORD OBJECTS
20190361868 · 2019-11-28 · ·

Methods, systems, and storage media for identifying a sequence of events and participants for record objects are disclosed. Exemplary implementations may: access record objects of a system of record; identify a subset of record objects associated with a group entity and having a first record object status; identify one or more electronic activities linked to the record objects; determine an event-participant pattern based on the electronic activities linked to the record object; identify electronic activities linked with a second record object; determine that a first event is performed by the a participant type and a second event is not yet performed by a second participant type; generate a content item identifying an action to trigger a performance of the second event; and transmit the content item to a device of a participant of at least one electronic activity linked with the second record object.