公开(公告)号：US10509786B1

公开(公告)日：2019-12-17

申请号：US16399706

申请日：2019-04-30

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Stefan Hermanek ,  Dylan Halladay ,  Ostap Korkuna ,  Jose Alberto Muniz Navarro

IPC分类号： G06F16/00 ,  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.

公开(公告)号：US12074955B2

公开(公告)日：2024-08-27

申请号：US17962475

申请日：2022-10-08

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Stefan Hermanek ,  Dylan Halladay ,  Ostap Korkuna ,  Jose Alberto Muniz Navarro

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

CPC分类号： H04L67/535 ,  G06F7/14 ,  G06F9/542 ,  G06F11/3024 ,  G06F11/3452 ,  G06F11/3495 ,  G06F16/122 ,  G06F16/1734 ,  G06F16/178 ,  G06F16/182 ,  G06F16/212 ,  G06F16/215 ,  G06F16/219 ,  G06F16/22 ,  G06F16/221 ,  G06F16/2228 ,  G06F16/2264 ,  G06F16/2272 ,  G06F16/23 ,  G06F16/235 ,  G06F16/2358 ,  G06F16/2365 ,  G06F16/2379 ,  G06F16/2386 ,  G06F16/245 ,  G06F16/24558 ,  G06F16/24564 ,  G06F16/2457 ,  G06F16/24575 ,  G06F16/24578 ,  G06F16/2477 ,  G06F16/254 ,  G06F16/256 ,  G06F16/26 ,  G06F16/27 ,  G06F16/273 ,  G06F16/28 ,  G06F16/285 ,  G06F16/288 ,  G06F16/289 ,  G06F16/29 ,  G06F16/313 ,  G06F16/337 ,  G06F16/355 ,  G06F16/901 ,  G06F16/9024 ,  G06F16/90344 ,  G06F16/9035 ,  G06F16/906 ,  G06F16/9535 ,  G06F21/6218 ,  G06F21/6245 ,  G06F40/20 ,  G06F40/237 ,  G06F40/295 ,  G06N3/08 ,  G06N5/025 ,  G06N5/04 ,  G06N7/02 ,  G06Q10/04 ,  G06Q10/063114 ,  G06Q10/06312 ,  G06Q10/06315 ,  G06Q10/06393 ,  G06Q10/06398 ,  G06Q10/107 ,  G06Q10/109 ,  G06Q10/1091 ,  G06Q10/1095 ,  G06Q50/22 ,  G16H50/20 ,  H04L41/14 ,  H04L43/026 ,  H04L43/045 ,  H04L43/062 ,  H04L43/065 ,  H04L43/067 ,  H04L43/0876 ,  H04L43/14 ,  H04L51/046 ,  H04L51/212 ,  H04L51/234 ,  H04L51/42 ,  H04L61/45 ,  H04L67/125 ,  H04L67/30 ,  H04L67/303 ,  H04L67/306 ,  H04M3/436 ,  H04M15/755 ,  G06F40/205 ,  G06N20/00 ,  G06Q10/10 ,  G16H15/00 ,  G16H50/30 ,  H04L12/1407 ,  H04L2101/00 ,  H04L2101/35 ,  H04L2101/37 ,  H04M3/2218 ,  H04M3/56

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.

公开(公告)号：US11470171B2

公开(公告)日：2022-10-11

申请号：US16716221

申请日：2019-12-16

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Stefan Hermanek ,  Dylan Halladay ,  Ostap Korkuna ,  Jose Alberto Muniz Navarro

IPC分类号： G06F16/00 ,  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 ,  G06Q10/06 ,  G06Q10/10 ,  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 ,  G06N5/02 ,  G06F16/31 ,  G06F16/182 ,  G06F40/20 ,  H04L51/42 ,  H04L51/212 ,  H04L51/234 ,  H04L61/45 ,  G16H15/00 ,  G16H50/30 ,  G06N20/00 ,  G06F40/205 ,  H04M3/56 ,  H04L12/14 ,  H04L101/37

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.

公开(公告)号：US20220138191A1

公开(公告)日：2022-05-05

申请号：US17520051

申请日：2021-11-05

申请人： People.ai, Inc.

发明人： Stefan Hermanek ,  Andrii Cherednychenko ,  Andrey Kvachov ,  Armine Seropyan ,  Ostap Korkuna ,  Volodymyr Nykytiuk ,  Eric Jeske

IPC分类号： G06F16/2455 ,  G06F16/21

摘要： The present disclosure relates to linking record objects between systems of record based on a comparison of object field-value pairs to a ground truth. A domain name may be identified from an electronic activity. It may be determined that the electronic activity does not match with any first record objects. A second record object including the domain name as a value may be identified. Object field-value pairs of the second record object may be identified. It may be determined that a third record object matches with the second record object. The electronic activity may be matched to the third second record object or a fourth record object. An association between the electronic activity and the third record object or the fourth record object may be stored.

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.

发明人： Oleg Rogynskyy ,  Stefan Hermanek ,  Dylan Halladay ,  Ostap Korkuna ,  Jose Alberto Muniz Navarro

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.

公开(公告)号：US12072883B2

公开(公告)日：2024-08-27

申请号：US17520051

申请日：2021-11-05

申请人： People.ai, Inc.

发明人： Stefan Hermanek ,  Andrii Cherednychenko ,  Andrey Kvachov ,  Armine Seropyan ,  Ostap Korkuna ,  Volodymyr Nykytiuk ,  Eric Jeske

IPC分类号： G06F16/21 ,  G06F16/2455

CPC分类号： G06F16/2455 ,  G06F16/21

摘要： The present disclosure relates to linking record objects between systems of record based on a comparison of object field-value pairs to a ground truth. A domain name may be identified from an electronic activity. It may be determined that the electronic activity does not match with any first record objects. A second record object including the domain name as a value may be identified. Object field-value pairs of the second record object may be identified. It may be determined that a third record object matches with the second record object. The electronic activity may be matched to the third second record object or a fourth record object. An association between the electronic activity and the third record object or the fourth record object may be stored.

公开(公告)号：US20240256548A1

公开(公告)日：2024-08-01

申请号：US18630209

申请日：2024-04-09

申请人： People.ai, Inc.

发明人： Stefan Hermanek ,  Andrii Cherednychenko ,  Andrey Kvachov ,  Armine Seropyan ,  Ostap Korkuna ,  Volodymyr Nykytiuk ,  Eric Jeske

IPC分类号： G06F16/2455 ,  G06F16/21

CPC分类号： G06F16/2455 ,  G06F16/21

摘要： The present disclosure relates to linking record objects between systems of record based on a comparison of object field-value pairs to a ground truth. A domain name may be identified from an electronic activity. It may be determined that the electronic activity does not match with any first record objects. A second record object including the domain name as a value may be identified. Object field-value pairs of the second record object may be identified. It may be determined that a third record object matches with the second record object. The electronic activity may be matched to the third second record object or a fourth record object. An association between the electronic activity and the third record object or the fourth record object may be stored.

公开(公告)号：US20200089682A1

公开(公告)日：2020-03-19

申请号：US16694274

申请日：2019-11-25

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Volodymyr Nykytiuk ,  Stefan Hermanek ,  Ostap Korkuna

IPC分类号： 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 ,  G06F17/27 ,  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

摘要： Systems and methods for matching electronic activities to record objects using feedback based match policies can include accessing a plurality of electronic activities and record objects. The systems and method can include identifying candidate record objects by applying a matching model. The systems and methods can include selecting a record object based on a match score. The systems and methods can include configuring the matching model in a first configuration responsive to a first feedback type or configuring the matching model in a second configuration responsive to a second feedback type.

公开(公告)号：US20230053049A1

公开(公告)日：2023-02-16

申请号：US17962475

申请日：2022-10-08

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Stefan Hermanek ,  Dylan Halladay ,  Ostap Korkuna ,  Jose Alberto Muniz Navarro

IPC分类号： 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 ,  G06Q10/06 ,  G06Q10/10 ,  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 ,  G06N5/02 ,  G06F16/31 ,  G06F16/182 ,  G06F40/20 ,  H04L51/42 ,  H04L51/212 ,  H04L51/234 ,  H04L61/45 ,  G06F9/54

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.

公开(公告)号：US10678796B2

公开(公告)日：2020-06-09

申请号：US16694274

申请日：2019-11-25

申请人： People.ai, Inc.

发明人： Oleg Rogynskyy ,  Volodymyr Nykytiuk ,  Stefan Hermanek ,  Ostap Korkuna

IPC分类号： G06F16/20 ,  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： Systems and methods for matching electronic activities to record objects using feedback based match policies can include accessing a plurality of electronic activities and record objects. The systems and method can include identifying candidate record objects by applying a matching model. The systems and methods can include selecting a record object based on a match score. The systems and methods can include configuring the matching model in a first configuration responsive to a first feedback type or configuring the matching model in a second configuration responsive to a second feedback type.