Patent classifications
H04M15/41
SYSTEMS AND METHODS FOR MAINTAINING A TIME SERIES OF DATA POINTS
The systems and methods described herein can maintain time series of data points. The system can access at least one of a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers or a plurality of record objects of one or more systems of record of the one or more data source providers; maintain an association between each electronic activity or record object and a timestamp corresponding to when the electronic activity was sent or received by an or when the record object was last updated; maintain a plurality of node profiles; and generate, for a particular time, a confidence score of a value of a field-value pair of a node profile only using the data of the plurality of electronic activities or the plurality of record objects that correspond to the value and have a corresponding timestamp prior to or contemporaneous with the particular time.
SYSTEMS AND METHODS FOR MATCHING ELECTRONIC ACTIVITIES WITH RECORD OBJECTS BASED ON ENTITY RELATIONSHIPS
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.
SYSTEMS AND METHODS FOR RESTRICTING GENERATION AND DELIVERY OF INSIGHTS TO SECOND DATA SOURCE PROVIDERS
The present disclosure relates to restricting generation and delivery of insights to data source providers. Electronic activities and record objects 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. Updates to a node graph or corresponding to a record object may be detected. A number of data source providers having respective electronic activities or record objects from which the update to the node graph or corresponding to the record object can be determined. Provisioning of a content item to a second data source provider may be restricted.
SYSTEMS AND METHODS FOR MATCHING ELECTRONIC ACTIVITIES DIRECTLY TO RECORD OBJECTS OF SYSTEMS OF RECORD
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.
SYSTEMS AND METHODS FOR LINKING ELECTRONIC ACTIVITIES TO NODE PROFILES
The system described herein can automatically match, link, or otherwise associate electronic activities with one or more node profiles. For an electronic activity that is eligible or qualifies to be matched with one or more node profiles, the system can selectively apply rules to match the electronic activity to a subset of the one or more node profiles based on values of fields extracted from the electronic activity and values of the node profiles. The system can then store an association between the electronic activity and the subset of the one or more node profiles.
SYSTEMS AND METHODS FOR MERGING TENANT SHADOW SYSTEMS OF RECORD INTO A MASTER SYSTEM OF RECORD
The present disclosure is related to systems and methods of merging tenant shadow systems of record into a master system of record. First tenant record objects of a first tenant system of record can be accessed. A master record object for a master system of record can be generated using the corresponding first tenant record object. A second tenant record object of a second tenant system of record can be accessed. Whether the second tenant record object is to be merged into the corresponding master record object can be determined. When determined to merge, the second tenant record object can be merged into the corresponding master record object. When determined to not merge, a new master record can be generated.
SYSTEMS AND METHODS FOR ELECTRONIC ACTIVITY CLASSIFICATION
The present disclosure relates to electronic activity classification. A plurality of node profiles corresponding to a plurality of unique entities is maintained. A plurality of electronic activities is accessed from electronic accounts of one or more data source providers. Features are extracted from the electronic activities to determine a classification of the first electronic activity. A confidence score is determined indicating a likelihood that the first electronic activity of a classification type. An association is stored between the first electronic activity and a tag corresponding to the first classification type. The confidence score is updated based on a second electronic activity.
SYSTEMS AND METHODS FOR LINKING RECORD OBJECTS TO NODE PROFILES
The system described herein can automatically match, link, or otherwise associate record objects with one or more node profiles. For a record object that is eligible or qualifies to be matched with one or more node profiles, the system can selectively apply rules to match the record object to a subset of the one or more node profiles based on values of fields extracted from the record object and values of the node profiles. The system can then store an association between the record object and the subset of the one or more node profiles.
SYSTEMS AND METHODS FOR UPDATING FIELD VALUE PAIRS OF A RECORD OBJECT USING ELECTRONIC ACTIVITIES MATCHED TO THE RECORD OBJECT
The present disclosure relates to methods, systems, and storage media for updating field-value pairs of record objects using electronic activities matched to record objects. In particular, the present disclosure relates to a system and method for identifying an opportunity contact role of a record object. Exemplary implementations may access a plurality of record objects of a system of record; identify a first record object including a plurality of role object fields; identify at least one electronic activity based on a match score; generate a role assignment score using a role assignment policy; select a second record object; store, in at least one role object field, an association between the selected second record object and the at least one role object field.
SYSTEMS AND METHODS FOR MATCHING ELECTRONIC ACTIVITIES TO RECORD OBJECTS USING FEEDBACK BASED MATCH POLICIES
Systems and methods for matching electronic activities to record objects using feedback based match policies can include accessing a plurality of electronic activities and record objects. The systems and method can include identifying candidate record objects by applying a matching model. The systems and methods can include selecting a record object based on a match score. The systems and methods can include configuring the matching model in a first configuration responsive to a first feedback type or configuring the matching model in a second configuration responsive to a second feedback type.