Systems and methods for node resolution using multiple fields with dynamically determined priorities based on field values

    公开(公告)号:US10516587B2

    公开(公告)日:2019-12-24

    申请号:US16360884

    申请日:2019-03-21

    申请人: People.ai, Inc.

    摘要: The systems and methods described herein can use multiple fields with dynamically determined priorities based on field values for node resolution. The system can generate activity field-value pairs including an activity value associated with an activity field from an electronic activity. The system can determine a frequency score based on a first count of node field-value pairs that match the activity value. The system can assign a weight to the activity value based on the frequency score. The system can generate a match score of a candidate node profile indicating a likelihood that the electronic activity is transmitted or received by an account corresponding to the candidate node profile. The system can store an association between the electronic activity and the node profile selected based on the match score.

    SYSTEMS AND METHODS FOR NODE RESOLUTION USING MULTIPLE FIELDS WITH DYNAMICALLY DETERMINED PRIORITIES BASED ON FIELD VALUES

    公开(公告)号:US20190363958A1

    公开(公告)日:2019-11-28

    申请号:US16360884

    申请日:2019-03-21

    申请人: People.ai, Inc.

    摘要: The systems and methods described herein can use multiple fields with dynamically determined priorities based on field values for node resolution. The system can generate activity field-value pairs including an activity value associated with an activity field from an electronic activity. The system can determine a frequency score based on a first count of node field-value pairs that match the activity value. The system can assign a weight to the activity value based on the frequency score. The system can generate a match score of a candidate node profile indicating a likelihood that the electronic activity is transmitted or received by an account corresponding to the candidate node profile. The system can store an association between the electronic activity and the node profile selected based on the match score.

    SYSTEMS AND METHODS FOR LINKING ELECTRONIC ACTIVITIES TO NODE PROFILES

    公开(公告)号:US20190361911A1

    公开(公告)日:2019-11-28

    申请号:US16237580

    申请日:2018-12-31

    申请人: People.ai, Inc.

    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 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 MATCHING ELECTRONIC ACTIVITIES WITH RECORD OBJECTS BASED ON ENTITY RELATIONSHIPS

    公开(公告)号:US20190361900A1

    公开(公告)日:2019-11-28

    申请号:US16399706

    申请日:2019-04-30

    申请人: People.ai, Inc.

    IPC分类号: G06F16/2455 G06F16/23

    摘要: 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 MAINTAINING A TIME SERIES OF DATA POINTS

    公开(公告)号:US20190361896A1

    公开(公告)日:2019-11-28

    申请号:US16360960

    申请日:2019-03-21

    申请人: People.ai, Inc.

    摘要: 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 MAINTAINING CONFIDENCE SCORES OF ENTITY ASSOCIATIONS DERIVED FROM SYSTEMS OF RECORD

    公开(公告)号:US20240256608A1

    公开(公告)日:2024-08-01

    申请号:US18600464

    申请日:2024-03-08

    申请人: People.ai, Inc.

    摘要: The present disclosure is directed to systems and methods of maintaining confidence scores of entity associations derived from systems of record. The system can access a record objects of systems of record. The system can identify, from a record object corresponding to a first group entity, an account relationship data structure specifying a relationship. The system can identify a first group node profile corresponding to the first group entity. The system can identify, for each second group entity, a second group node profile. The system can detect a change in a relationship of the group entities in the account relationship data structure or from electronic activities. The system can determine, between the first and a second group node profile, a relationship type in the change. The system can update, in a node graph, an edge between a first and a second group node profile to indicate the relationship type.