Systems and methods for matching electronic activities directly to record objects of systems of record

    公开(公告)号:US10565229B2

    公开(公告)日:2020-02-18

    申请号:US16213754

    申请日:2018-12-07

    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 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.