- 专利标题: Systems and methods for matching electronic activities directly to record objects of systems of record
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申请号: US16213754申请日: 2018-12-07
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公开(公告)号: US10565229B2公开(公告)日: 2020-02-18
- 发明人: Oleg Rogynskyy , Rajit Kurien Joseph , Jose Alberto Muniz Navarro
- 申请人: People ai, Inc.
- 申请人地址: US CA San Francisco
- 专利权人: People.ai, Inc.
- 当前专利权人: People.ai, Inc.
- 当前专利权人地址: US CA San Francisco
- 代理机构: Foley & Lardner LLP
- 代理商 Shabbi S. Khan
- 主分类号: G06F16/27
- IPC分类号: G06F16/27 ; G06F16/22
摘要:
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.
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