Patent classifications
H04M15/41
SYSTEMS AND METHODS FOR GENERATING A MASTER GROUP NODE GRAPH FROM SYSTEMS OF RECORD
The present disclosure relates to generating a master group node graph from a plurality of systems of record. Record objects of a system of record corresponding to a data source provider may be accessed. Each record object can have a record object type and identify a group entity. Each record object can be linked to one or more second record objects of a second record object type and identifying a respective member entity. A record object corresponding to a group entity can be identified. A connection profile between the record objects of the group entity and another group entity can be generated. An association between the group node profiles and the connection profile can be stored.
SYSTEMS AND METHODS FOR GENERATING PERFORMANCE PROFILES USING ELECTRONIC ACTIVITIES MATCHED WITH RECORD OBJECTS
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.
SYSTEMS AND METHODS FOR AUTO DISCOVERY OF FILTERS AND PROCESSING ELECTRONIC ACTIVITIES USING THE SAME
The present disclosure relates to systems and methods for filtering electronic activities. Exemplary implementations may include ingesting a first electronic activity; identifying an associated entity; and selecting a first filtering model based on the entity, the first filtering model trained to indicate whether to restrict further processing of ingested electronic activities. The method may further include generating a plurality of structured data tags for the first electronic activity; applying the selected first filtering model to the plurality of structured data tags for the first electronic activity to determine whether the first electronic activity satisfies a first restriction condition; and responsive to the first electronic activity satisfying the first restriction condition, restricting the first electronic activity from further processing; or responsive to the first electronic activity not satisfying the first restriction condition, further processing, by the one or more processors, the first electronic activity.
SYSTEMS AND METHODS FOR GENERATING NODE PROFILES USING ELECTRONIC ACTIVITY INFORMATION
The present disclosure relates to systems and methods for generating new node profiles using information from electronic activities. The system is configured to maintain node profiles corresponding to unique entities; access electronic activities transmitted or received via electronic accounts associated with data source providers; identify a first email address of a sender and second email addresses of respective recipients of an electronic activity; identify that the first email address matches a value of a field of a first node profile; link the electronic activity to the first node profile; determine that a second email address of a respective recipient of the electronic activity cannot be matched to any node profile associated with the respective participant; and generate, responsive to determining that the electronic activity cannot be matched to any node profile of the plurality of node profiles, a new node profile including the second email address of the respective recipient.
SYSTEMS AND METHODS FOR IDENTIFYING NODE HIERARCHIES AND CONNECTIONS USING ELECTRONIC ACTIVITIES
The present disclosure relates to methods, systems, and storage media for identifying node hierarchies and connections using electronic activities. The method may include maintaining node profiles corresponding to unique entities; selecting electronic activities linked to both a first node profile and a second node profile of the plurality of node profiles; generating for each electronic activity of the plurality of electronic activities, a relevancy score based on a respective time at which the electronic activity was transmitted or received; generating a connection profile for a connection between the first node profile and the second node profile based on the respective relevancy score of each electronic activity and storing in a data structure, an association between the connection profile, the first node profile, and the second node profile.
SYSTEMS AND METHODS FOR GENERATING NEW RECORD OBJECTS BASED ON ELECTRONIC ACTIVITIES
Methods, systems, and storage media for generating new record objects based on electronic activities are disclosed. Example implementations may: access a plurality of electronic activities; access a plurality of record objects; parse an electronic activity of the plurality of electronic activities; determine, responsive to parsing the electronic activity, that the electronic activity is to be matched to one or more record objects; determine for each candidate record object that a match score indicating a likelihood of electronic activity being matched to the candidate record object is below a threshold; determine an object type of a new record object to generate based on one or more participants of the electronic activity; generate the new record object of the determined type; and store in a data structure an association between the new record object and the electronic activity.
SYSTEMS AND METHODS FOR DETECTING EVENTS BASED ON UPDATES TO NODE PROFILES FROM ELECTRONIC ACTIVITIES
The present disclosure relates to methods, systems, and storage media for detecting events based on updates to node profiles from electronic activities. Exemplary implementations may access an electronic activity transmitted or received via an electronic account associated with a data source provider; generate a plurality of activity field-value pairs; maintain a plurality of node profiles; identify a first state of a first node profile of the plurality of node profiles; update the first node profile using the electronic activity; identify a second state of the first node profile subsequent to updating the first node profile using the electronic activity; detect a state change of the first node profile based on the first state and the second state; determine that the state change satisfies an event condition; and store an association between the first node profile and an event type corresponding to the event condition.
SYSTEMS AND METHODS FOR MAINTAINING AN ELECTRONIC ACTIVITY DERIVED MEMBER NODE NETWORK
The present disclosure relates to maintaining an electronic activity derived member node network. Exemplary implementations may: generate a plurality of node profiles; generate a node graph generated from the plurality of node profiles; identify a second electronic activity identifying a pair of electronic accounts; identify using the node graph, a pair of participant node profiles corresponding to the pair of electronic accounts identified by the second electronic activity; identify, using the node graph, an edge between a pair of nodes corresponding to the pair of participant node profiles; determine a relevancy score for the second electronic activity corresponding to the pair of the participant node profiles based on context of the second electronic activity; and update the node graph by modifying the connection corresponding to the edge between the pair of participant node profiles based on the relevancy score determined for the second electronic activity.
SYSTEMS AND METHODS FOR GENERATING GROUP NODE PROFILES BASED ON MEMBER NODES
The present disclosure relates to a method for generating a group node profile based on member nodes. Member node profiles may be maintained. A subset of member node profiles may be identified. Each member node profile of the subset may correspond to a group entity. A set of member node fields to populate values for a group node profile of the group entity may be identified. A corresponding group node field of the group node profile may be updated in accordance with a group node population policy. A field value of the member node field to the group node field may be added. An entry to a value data structure of the field value of the group node field may be added.
SYSTEMS AND METHODS FOR UPDATING LABELS ASSIGNED TO ELECTRONIC ACTIVITIES
The present disclosure relates to a method for updating labels assigned to electronic activities. The method includes accessing electronic activities transmitted or received via electronic accounts associated with data source providers. The node profiles can be updated using the electronic activities. The method includes matching one of the electronic activities to participant node profiles, each corresponds to one of the electronic accounts via which the electronic activity is transmitted or received. The method includes assigning tags to the electronic activity based on the participant node profiles. The method includes detecting a change to the participant node profiles. The method includes determining whether to update the tags assigned to the electronic activity based on the detected change to the participant node profile. The method includes modifying the tag assigned to the electronic activity responsive to determining to update the tag in accordance with the detected change.