Patent classifications
H04M15/755
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 matching electronic activities directly to record objects of systems of record with node profiles
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 generating performance profiles of nodes
The present disclosure relates to generating performance profiles of member nodes. A plurality of electronic activities can be accessed. A subset of electronic activities from the plurality of electronic activities can be identified. The subset of electronic activities can be parsed to identify participants of the electronic activities. A second node profile can be accessed for each participant. Participant types can be identified from each second node profiles. A distribution of the subset of electronic activities can be determined. A performance profile can be generated.
Systems and methods for determining the shareability of values of node profiles
The present disclosure relates to determining the shareability of values of node profiles. Record objects and electronic activities 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. Values of fields corresponding to a predetermined type of field including fewer than a predetermined threshold number of data source providers may be identified. A restriction tag used to restrict populating other node profiles may be generated. Provision of the value with a second data source provider may be restricted.
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.
SYSTEM AND METHOD FOR SECURING IDENTITY IDENTIFIERS FOR DATA ENGINEERING PROCESSING
Aspects of the subject disclosure may include, for example, a processing system including a processor with a memory that stores executable instructions that, when executed by the processing system, facilitate performance of operations, the operations including: receiving an identity bridge file comprising records from a service provider, wherein each record includes one or more encrypted service identifiers for a customer, a customer location code of the customer, and an address location code of the customer; determining whether a tokenized identifier exists in a cross-reference table; responsive to a determination that the tokenized identifier does not exist in the cross-reference table: a) generating a new tokenized identifier; and b) adding a record to the cross-reference table comprising the new tokenized identifier, the customer location code, the address location code, and the one or more encrypted service identifiers; securing a usage record of a data usage log, wherein the usage record includes a unique usage identifier, wherein the securing comprises replacing the unique usage identifier with a matching tokenized identifier from the cross-reference table, resulting in secured usage records; and providing the secured usage records to data engineering. Other embodiments are disclosed.
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 new record objects based on electronic activities
The systems and methods relate to updating a system of record by selectively generating record objects for the system of record according to information generated by parsing the electronic activities according to specific matching rules and/or filtering rules. By selectively generating the record objects in the specific manners described herein, the systems and methods can provide for better determinations about whether to generate new record objects that match the information generated by parsing the electronic activities, or to update an existing record object.
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 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.