公开(公告)号：US20230043131A1

公开(公告)日：2023-02-09

申请号：US17958714

申请日：2022-10-03

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Brittney Hall ,  Dylan Halladay ,  John Wulf ,  Vardhman Jain

IPC分类号： H04L9/40 ,  G06F16/23 ,  G06N20/00 ,  H04L67/1095

摘要： The present disclosure relates to for managing the generation or deletion of record objects based on electronic activities and communication policies. Data of a plurality of electronic activities from one or more electronic accounts of the entity may be identified. It may be determined whether the identified data satisfies a communication policy. The communication policy may include one or more rules based on the electronic activities. Instructions to generate a contact record object or instructions to delete an existing contact record for the entity may be transmitted based on the condition of the communication of the communication policy that is satisfied.

公开(公告)号：US20220006873A1

公开(公告)日：2022-01-06

申请号：US17175982

申请日：2021-02-15

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Brittney Hall ,  Dylan Halladay ,  John Wulf ,  Vardhman Jain

IPC分类号： H04L29/08 ,  G06F16/9035 ,  G06F16/335 ,  G06F16/2455 ,  G06F16/28 ,  G06F16/26 ,  G06F16/901 ,  G06F16/903 ,  G16H50/20 ,  G06F16/27 ,  G06F16/22 ,  G06F16/23 ,  G06F16/245 ,  G06F16/906 ,  G06F16/21 ,  G06F16/11 ,  G06F16/215 ,  G06F16/2458 ,  G06F16/25 ,  G06F16/2457 ,  G06F16/9535 ,  G06F16/178 ,  G06F16/17 ,  G06F16/29 ,  G06F16/35 ,  G06F40/295 ,  G06F7/14 ,  G06F11/30 ,  G06F11/34 ,  G06F21/62 ,  G06N3/08 ,  G06N5/04 ,  G06N7/02 ,  G06Q10/04 ,  G06Q10/06 ,  G06Q10/10 ,  G06Q50/22 ,  H04L12/24 ,  H04L12/26 ,  H04L12/58 ,  H04L29/12 ,  H04M3/436 ,  H04M15/00 ,  G06F40/237 ,  G06F40/20 ,  G06N5/02

摘要： The present disclosure relates to systems and methods for filtering electronic activities. The method includes identifying an electronic activity. The method includes parsing the electronic activity to identify one or more electronic accounts in the electronic activity. The method includes determining, responsive to parsing the electronic activity, that the electronic activity is associated with an electronic account of the one or more electronic accounts. The method includes selecting, based on the electronic account, one or more filtering policies associated with the data source provider to apply to the electronic activity. The method includes determining, by applying the selected one or more filtering policies to the electronic activity, to restrict the electronic activity from further processing based on the electronic activity satisfying at least one of the selected one or more filtering policies. The method includes restricting, the electronic activity from further processing.

公开(公告)号：US20190361855A1

公开(公告)日：2019-11-28

申请号：US16418826

申请日：2019-05-21

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Vardhman Jain ,  Brittney Hall ,  Armine Seropyan

IPC分类号： G06F16/215 ,  G06N20/00 ,  G06F16/21 ,  G06F16/22 ,  G06F16/28 ,  H04L29/08

摘要： The present disclosure relates to systems and methods for removing electronic activities from systems of record based on filtering policies. The method includes accessing record objects of one or more systems of record. The method includes identifying a plurality of electronic activities stored in a record object of one of the systems of record. The method includes parsing the plurality of electronic activities. The method includes determining that one of the electronic activities is associated with an electronic account corresponding to a data source provider. The method includes selecting one or more filtering policies associated with the electronic account. The method includes applying the selected one or more filtering policies to the plurality of electronic activities to identify a subset of electronic activities. The method includes initiating a process to cause removal of at least one electronic activity of the subset of electronic activities from the system of record.

公开(公告)号：US10922345B2

公开(公告)日：2021-02-16

申请号：US16418807

申请日：2019-05-21

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Brittney Hall ,  Dylan Halladay ,  John Wulf ,  Vardhman Jain

IPC分类号： G06F16/335 ,  G16H15/00 ,  G06F16/9035 ,  G06F16/2455 ,  G06F16/28 ,  G06F16/26 ,  G06F16/901 ,  G06F16/903 ,  G16H50/20 ,  G06F16/27 ,  G06F16/22 ,  G06F16/23 ,  G06F16/245 ,  G06F16/906 ,  G06F16/21 ,  G06F16/11 ,  G06F16/215 ,  G06F16/2458 ,  G06F16/25 ,  G06F16/2457 ,  G06F16/9535 ,  G06F16/178 ,  G06F16/17 ,  G06F16/29 ,  G06F16/35 ,  G06F40/295 ,  G06F40/20 ,  G06F7/14 ,  G06F11/30 ,  G06F11/34 ,  G06F21/62 ,  G06N3/08 ,  G06N5/04 ,  G06N7/02 ,  G06Q10/04 ,  G06Q10/06 ,  G06Q10/10 ,  G06Q50/22 ,  H04L12/24 ,  H04L12/26 ,  H04L12/58 ,  H04L29/12 ,  H04L29/08 ,  H04M3/436 ,  H04M15/00 ,  G16H50/30 ,  G06N20/00 ,  G06F40/205 ,  H04M3/56

摘要： The present disclosure relates to systems and methods for filtering electronic activities. The method includes identifying an electronic activity. The method includes parsing the electronic activity to identify one or more electronic accounts in the electronic activity. The method includes determining, responsive to parsing the electronic activity, that the electronic activity is associated with an electronic account of the one or more electronic accounts. The method includes selecting, based on the electronic account, one or more filtering policies associated with the data source provider to apply to the electronic activity. The method includes determining, by applying the selected one or more filtering policies to the electronic activity, to restrict the electronic activity from further processing based on the electronic activity satisfying at least one of the selected one or more filtering policies. The method includes restricting, the electronic activity from further processing.

公开(公告)号：US11641409B2

公开(公告)日：2023-05-02

申请号：US17014176

申请日：2020-09-08

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Vardhman Jain ,  Brittney Hall ,  Armine Seropyan

IPC分类号： G06F7/00 ,  H04L67/50 ,  G06F16/9035 ,  G06F16/335 ,  G06F16/2455 ,  G06F16/28 ,  G06F16/26 ,  G06F16/901 ,  G06F16/903 ,  G16H50/20 ,  G06F16/27 ,  G06F16/22 ,  G06F16/23 ,  G06F16/245 ,  G06F16/906 ,  G06F16/21 ,  G06F16/11 ,  G06F16/215 ,  G06F16/2458 ,  G06F16/25 ,  G06F16/2457 ,  G06F16/9535 ,  G06F16/178 ,  G06F16/17 ,  G06F16/29 ,  G06F16/35 ,  G06F40/295 ,  G06F7/14 ,  G06F11/30 ,  G06F11/34 ,  G06F21/62 ,  G06N3/08 ,  G06N5/04 ,  G06N7/02 ,  G06Q10/04 ,  G06Q10/0631 ,  G06Q10/0639 ,  G06Q10/107 ,  G06Q10/1091 ,  G06Q10/1093 ,  G06Q50/22 ,  H04L41/14 ,  H04L43/026 ,  H04L43/045 ,  H04L43/062 ,  H04L43/065 ,  H04L43/067 ,  H04L43/0876 ,  H04L43/00 ,  H04L51/046 ,  H04L67/125 ,  H04L67/30 ,  H04L67/306 ,  H04M3/436 ,  H04M15/00 ,  G06F40/237 ,  H04L67/303 ,  G06N5/025 ,  G06F16/31 ,  G06F16/182 ,  G06F40/20 ,  H04L51/42 ,  H04L51/212 ,  H04L51/234 ,  H04L61/45 ,  G06Q10/109 ,  G06F9/54 ,  G16H15/00 ,  G16H50/30 ,  G06N20/00 ,  G06F40/205 ,  G06Q10/10 ,  H04M3/56 ,  H04L12/14 ,  H04L101/37 ,  H04L101/00 ,  H04M3/22 ,  H04L101/35

摘要： The present disclosure relates to systems and methods for removing electronic activities from systems of record based on filtering policies. The method includes accessing record objects of one or more systems of record. The method includes identifying a plurality of electronic activities stored in a record object of one of the systems of record. The method includes parsing the plurality of electronic activities. The method includes determining that one of the electronic activities is associated with an electronic account corresponding to a data source provider. The method includes selecting one or more filtering policies associated with the electronic account. The method includes applying the selected one or more filtering policies to the plurality of electronic activities to identify a subset of electronic activities. The method includes initiating a process to cause removal of at least one electronic activity of the subset of electronic activities from the system of record.

公开(公告)号：US10769151B2

公开(公告)日：2020-09-08

申请号：US16418826

申请日：2019-05-21

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Vardhman Jain ,  Brittney Hall ,  Armine Seropyan

IPC分类号： G06F17/00 ,  G06F16/2455 ,  G06F16/23 ,  G06Q10/10 ,  H04L12/58 ,  G06F16/901 ,  G06F11/34 ,  G06F16/21 ,  G06F16/22 ,  G06F16/28 ,  G06F16/215 ,  G06N20/00 ,  H04L29/08 ,  G06F16/11 ,  G06F16/9035 ,  G06F16/178 ,  G06F16/17 ,  G06Q10/06 ,  G06F16/25 ,  G06F16/27 ,  H04L12/24 ,  G06N3/08 ,  G06F16/903 ,  G06F16/906 ,  G06F16/9535 ,  G06F7/14 ,  H04L29/12 ,  G06F16/2457 ,  G06F16/2458 ,  G06F16/29 ,  G06F16/335 ,  G06F16/245 ,  H04L12/26 ,  G06F11/30 ,  G06F21/62 ,  G06F16/26 ,  G06F16/35 ,  G06N5/04 ,  G06Q10/04 ,  G16H15/00 ,  G16H50/30 ,  G16H50/20 ,  G06Q50/22 ,  G06N7/02 ,  H04M3/436 ,  H04M15/00 ,  G06F40/20 ,  G06F40/205 ,  G06F40/295 ,  H04M3/56

摘要： The present disclosure relates to systems and methods for removing electronic activities from systems of record based on filtering policies. The method includes accessing record objects of one or more systems of record. The method includes identifying a plurality of electronic activities stored in a record object of one of the systems of record. The method includes parsing the plurality of electronic activities. The method includes determining that one of the electronic activities is associated with an electronic account corresponding to a data source provider. The method includes selecting one or more filtering policies associated with the electronic account. The method includes applying the selected one or more filtering policies to the plurality of electronic activities to identify a subset of electronic activities. The method includes initiating a process to cause removal of at least one electronic activity of the subset of electronic activities from the system of record.

公开(公告)号：US11463441B2

公开(公告)日：2022-10-04

申请号：US16877078

申请日：2020-05-18

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Brittney Hall ,  Dylan Halladay ,  John Wulf ,  Vardhman Jain

IPC分类号： H04L29/08 ,  H04L9/40 ,  G06F16/23 ,  G06N20/00 ,  H04L67/1095

摘要： The present disclosure relates to for managing the generation or deletion of record objects based on electronic activities and communication policies. Data of a plurality of electronic activities from one or more electronic accounts of the entity may be identified. It may be determined whether the identified data satisfies a communication policy. The communication policy may include one or more rules based on the electronic activities. Instructions to generate a contact record object or instructions to delete an existing contact record for the entity may be transmitted based on the condition of the communication of the communication policy that is satisfied.

公开(公告)号：US20200280565A1

公开(公告)日：2020-09-03

申请号：US16877078

申请日：2020-05-18

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Brittney Hall ,  Dylan Halladay ,  John Wulf ,  Vardhman Jain

IPC分类号： H04L29/06 ,  G06F16/23 ,  H04L29/08 ,  G06N20/00

摘要： The present disclosure relates to for managing the generation or deletion of record objects based on electronic activities and communication policies. Data of a plurality of electronic activities from one or more electronic accounts of the entity may be identified. It may be determined whether the identified data satisfies a communication policy. The communication policy may include one or more rules based on the electronic activities. Instructions to generate a contact record object or instructions to delete an existing contact record for the entity may be transmitted based on the condition of the communication of the communication policy that is satisfied.

公开(公告)号：US10657131B2

公开(公告)日：2020-05-19

申请号：US16419583

申请日：2019-05-22

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Brittney Hall ,  Dylan Halladay ,  John Wulf ,  Vardhman Jain

IPC分类号： H04L29/06 ,  G06F16/2455 ,  G06F16/23 ,  G06Q10/10 ,  H04L12/58 ,  G06F16/901 ,  G06F11/34 ,  G06F16/21 ,  G06F16/22 ,  G06F16/28 ,  G06F16/215 ,  G06N20/00 ,  H04L29/08 ,  G06F16/11 ,  G06F16/9035 ,  G06F16/178 ,  G06F16/17 ,  G06Q10/06 ,  G06F16/25 ,  G06F16/27 ,  H04L12/24 ,  G06N3/08 ,  G06F16/903 ,  G06F16/906 ,  G06F16/9535 ,  G06F7/14 ,  H04L29/12 ,  G06F16/2457 ,  G06F16/2458 ,  G06F16/29 ,  G06F16/335 ,  G06F16/245 ,  H04L12/26 ,  G06F11/30 ,  G06F21/62 ,  G06F16/26 ,  G06F16/35 ,  G06N5/04 ,  G06Q10/04 ,  G16H15/00 ,  G16H50/30 ,  G16H50/20 ,  G06Q50/22 ,  G06N7/02 ,  H04M3/436 ,  H04M15/00 ,  G06F40/20 ,  G06F40/205 ,  G06F40/295 ,  H04M3/56

摘要： A method for managing information corresponding to electronic activities may include accessing a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers, maintaining a plurality of node profiles, updating the plurality of node profiles using the plurality of electronic activities, and identifying a node profile with which to link the electronic activity. The method further includes selecting, using an electronic activity management policy, an electronic activity management process of a plurality of electronic activity management processes based on i) at least one value of one or more predetermined field-value pairs of the node profile satisfying a location-based condition, or ii) a communication history between a first electronic account of the node profile and a second participant of the electronic activity. The method yet further includes managing information corresponding to the electronic activity in accordance with the selected electronic activity management process.