Patent Assignment
Reel/Frame 062435/0828
Security Interest
Recorded: 2023-01-19
Pages: 22
Assignor
PEOPLE.AI, INC.
Executed: 2023-01-13
Assignee
BANK OF MONTREAL, AS ADMINISTRATIVE AGENT
ONE MARKET PLAZA, SPEAR TOWER, SUITE 1515, SAN FRANCISCO, CALIFORNIA, 94105
Covered Properties
(111)
Systems and Methods for Matching Electronic Activities Directly to Record Objects of Systems of Record
Systems and Methods for Matching Electronic Activities to Record Objects of Systems of Record with Node Profiles
Systems and Methods for Linking Electronic Activities to Node Profiles
Systems and Methods for Linking Record Objects to Node Profiles
Systems and Methods for Generating Confidence Scores of Values of Fields of Node Profiles Using Electronic Activities
Systems and Methods for Generating Node Profiles Using Electronic Activity Information
Systems and Methods for Classifying Electronic Activities Based on Sender and Recipient Information
Systems and Methods for Updating Confidence Scores of Labels Based on Subsequent Electronic Activities
Systems and Methods for Updating Node Profile Status Based on Automated Electronic Activity
Systems and Methods for Updating Multiple Value Data Structures Using a Single Electronic Activity
Systems and Methods for Maintaining a Time Series of Data Points
Systems and Methods for Maintaining Trust Scores for Data Sources
Application:
16/360,892 →
Publication:
US 2019/0361853
Systems and Methods for Node Resolution Using Multiple Fields with Dynamically Determined Priorities Based on Field Values
Systems and Methods for Assigning Tags to Node Profiles Using Electronic Activities
Systems and Methods for Identifying Node Hierarchies and Connections Using Electronic Activities
Systems and Methods for Updating Labels Assigned to Electronic Activities
Systems and Methods for Generating New Record Objects Based on Electronic Activities
Systems and Methods for Updating Field-Value Pairs of Record Objects Using Electronic Activities
Systems and Methods for Generating Field-Specific Health Scores for a System of Record
Systems and Methods for Detecting Events Based on Updates to Node Profiles from Electronic Activities
Systems and Methods for Inferring Schedule Patterns Using Electronic Activities of Node Profiles
Systems and Methods for Generating Group Node Profiles Based on Member Nodes
Systems and Methods for Classifying Phone Numbers Based on Node Profile Data
Systems and Methods for Generating a Performance Profile of a Node Profile Including Field-Value Pairs Using Electronic Activities
Systems and Methods for Auto Discovery of Filters and Processing Electronic Activities Using the Same
Systems and Methods for Restricting Electronic Activities from Being Linked with Record Objects
Systems and Methods for Assigning Labels Based on Matching Electronic Activities to Record Objects
Systems and Methods for Measuring Goals Based on Matching Electronic Activities to Record Objects
Application:
16/421,280 →
Publication:
US 2019/0361849
Systems and Methods for Determining a Completion Score of a Record Object from Electronic Activities
Systems and Methods of Generating an Engagement Profile
Systems and Methods for Standardizing Field-Value Pairs Across Different Entities
Systems and Methods for Merging Tenant Shadow Systems of Record into a Master System of Record
Systems and Methods for Updating Record Objects of Tenant Systems of Record Based on a Change to a Corresponding Record Object of a Master System of Record
Systems and Methods for Filtering Electronic Activities by Parsing Current and Historical Electronic Activities
Systems and Methods for Managing the Use of Electronic Activities Based on Geographic Location and Communication History Policies
Systems and Methods for Removing Electronic Activities from Systems of Records Based on Filtering Policies
Systems and Methods for Determining the Shareability of Values of Node Profiles
Systems and Methods for Maintaining an Electronic Activity Derived Member Node Network
Systems and Methods of Determining Node Metrics for Assigning Node Profiles to Categories Based on Field-Value Pairs and Electronic Activities
Systems and Methods for Generating a Master Group Node Graph from Systems of Record
Systems and Methods for Managing Electronic Activity Driven Targets
Systems and Methods for Generating Performance Profiles Using Electronic Activities Matched with Record Objects
Systems and Methods for Forecasting Record Object Completions
Systems and Methods for Electronic Activity Classification
Systems and Methods for Updating Email Addresses Based on Email Generation Patterns
Systems and Methods for Node Deduplication Based on a Node Merging Policy
Systems and Methods for Assigning Node Profiles to Record Objects
Systems and Methods for Determining a Preferred Communication Channel Based on Determining a Status of a Node Profile Using Electronic Activities
Systems and Methods for Matching Electronic Activities with Record Objects Based on Entity Relationships
Systems and Methods for Inferring a Time Zone of a Node Profile Using Electronic Activities
Systems and Methods for Identifying a Sequence of Events and Participants for Record Objects
Systems and Methods for Matching Electronic Activities to Record Objects Using Feedback Based Match Policies
Systems and Methods for Determining Domain Names of a Group Entity Using Electronic Activities and Systems of Record
Systems and Methods for Restricting Generation and Delivery of Insights to Second Data Source Providers
Systems and Methods for Maintaining Extracted Data in a Group Node Profile from Electronic Activities
Systems and Methods for Maintaining an Electronic Activity Derived Member Node Network
Systems and Methods for Matching Electronic Activities Directly to Record Objects of Systems of Record with Node Profiles
Systems and Methods for Computing Engagement Scores for Record Objects Based on Electronic Activities and Field-Value Pairs
Application:
63/109,753 →
Systems and Methods for Managing the Generation or Deletion of Record Objects Based on Electronic Activities and Communication Policies
Systems and Methods for Classifying Electronic Activities Based on Sender and Recipient Information
Systems and Methods for Matching Electronic Activities with Record Objects Based on Entity Relationships
Systems and Methods for Selection of a First Record Object for Association with Second Record Objects Based on Connection Profiles
Application:
63/109,952 →
Systems and Methods for Matching Electronic Activities to Record Objects Using Feedback Based Match Policies
Systems and Methods for Detecting Events Based on Updates to Node Profiles from Electronic Activities
Systems and Methods for Determining the Shareability of Values of Node Profiles
Systems and Methods for Determining a Completion Score of a Record Object from Electronic Activities
Systems and Methods for Merging Tenant Shadow Systems of Record into a Master System of Record
Systems and Methods of Generating an Engagement Profile
Systems and Methods for Generating New Record Objects Based on Electronic Activities
Systems and Methods for Identifying a Sequence of Events and Participants for Record Objects
Systems and Methods for Generating Performance Profiles of Nodes
Systems and Methods for Restricting Generation and Delivery of Insights to Second Data Source Providers
Systems and Methods for Matching Electronic Activities Directly to Record Objects of Systems of Record
Systems and Methods for Auto Discovery of Filters and Processing Electronic Activities Using the Same
Systems and Methods for Matching Electronic Activities Directly to Record Objects of Systems of Record with Node Profiles
Systems and Methods for Maintaining Confidence Scores of Entity Associations Derived from Systems of Record
Systems and Methods for Determining a Communication Channel Based on a Status of a Node Profile Determined Using Electronic Activities
Systems and Methods for Blast Electronic Activity Detection
Systems and Methods for Removing Electronic Activities from Systems of Records Based on Filtering Policies
Systems and Methods of Generating an Engagement Profile
Systems and Methods for Detecting Events Based on Updates to Node Profiles from Electronic Activities
Systems and Methods for Restricting Electronic Activities from Being Linked with Record Objects
Systems and Methods for Filtering Electronic Activities by Parsing Current and Historical Electronic Activities
Systems and Methods for Generating a Filtered Data Set
Application:
63/217,026 →
Systems and Methods for Updating Email Addresses Based on Email Generation Patterns
Systems and Methods for Generating Node Profiles Using Electronic Activity Information
Systems and Methods for Identifying a Sequence of Events and Participants for Record Objects
Systems and Methods for Computing Engagement Scores for Record Objects Based on Electronic Activities and Field-Value Pairs
Application:
17/519,091 →
Publication:
US 2022/0138775
Systems and Methods for Matching Electronic Activities with Whitespace Domains to Record Objects in a Multi-Tenant System
Systems and Methods for Selection of a First Record Object for Association with Second Record Objects Based on Connection Profiles
Systems and Methods for Updating Confidence Scores of Labels Based on Subsequent Electronic Activities
Systems and Methods for Detecting Events Based on Updates to Node Profiles from Electronic Activities
Systems and Methods for Restricting Generation and Delivery of Insights to Second Data Source Providers
Systems and Methods for Classifyng Electronic Activities Based on Sender and Recepient Information
Systems and Methods of Generating an Engagement Profile
Systems and Methods for Generating a Filtered Data Set
Systems and Methods for Merging Tenant Shadow Systems of Record into a Master System of Record
Systems and Methods for Maintaining Extracted Data in a Group Node Profile from Electronic Activities
Application:
17/888,244 →
Publication:
US 2022/0394105
Systems and Methods for Matching Electronic Activities Directly to Record Objects of Systems of Record
Systems and Methods for Auto Discovery of Filters and Processing Electronic Activities Using the Same
Systems and Methods for Managing the Generation or Deletion of Record Objects Based on Electronic Activities and Communication Policies
Systems and Methods for Determining a Completion Score of a Record Object from Electronic Activities
Systems and Methods for Generating New Record Objects Based on Electronic Activities
Systems and Methods for Determining the Shareability of Values of Node Profiles
Systems and Methods for Matching Electronic Activities with Record Objects Based on Entity Relationships
Systems and Methods for Updating Record Objects of a System of Record
Systems and Methods for Matching Electronic Activities Directly to Record Objects of Systems of Record with Node Profiles
Systems and Methods for Confirming Meeting Events Using Electronic Activities
Application:
16/399,768 →
Publication:
US 2019/0362317
Systems and Methods for Generating Performance Scores Based on Node Performance Profiles
Application:
16/421,151 →
Publication:
US 2019/0362288
Systems and Methods for Estimating Time to Perform Electronic Activities
Application:
16/371,050 →
Publication:
US 2019/0362284
Systems and Methods for Updating Field Value Pairs of a Record Object Using Electronic Activities Matched to the Record Object
Application:
16/371,049 →
Publication:
US 2019/0361923
Related Assignments
(20)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest
Jan 8, 2019
From: ROGYNSKYY, OLEG
To: PEOPLE AI, INC.
Reel/Frame 047934/0909 →
Assignment of Assignor's Interest
Jan 8, 2019
From: ROGYNSKYY, OLEG
To: PEOPLE AI, INC.
Reel/Frame 047934/0944 →
Assignment of Assignor's Interest
Jan 8, 2019
From: ROGYNSKYY, OLEG
To: PEOPLE AI, INC.
Reel/Frame 047934/0818 →
Assignment of Assignor's Interest
Jan 8, 2019
From: ROGYNSKYY, OLEG
To: PEOPLE AI, INC.
Reel/Frame 047934/0872 →
Assignment of Assignor's Interest
May 6, 2019
From: KOZLOV, HEORHIY; ROGYNSKYY, OLEG; JOSEPH, RAJIT KURIEN; AKSELROD, ANDREY
To: PEOPLE. AI, INC.
Reel/Frame 049088/0511 →
Assignment of Assignor's Interest
May 16, 2019
From: LUTSAIEVSKA, TETIANA; JAIN, VARDHMAN; BABYCH, TYMOFII; ROGYNSKYY, OLEG
To: PEOPLE.AI, INC.
Reel/Frame 049203/0077 →
Assignment of Assignor's Interest
May 16, 2019
From: ROGYNSKYY, OLEG; AKSELROD, ANDREY; BRUNETS, YURII
To: PEOPLE.AI, INC.
Reel/Frame 049202/0329 →
Assignment of Assignor's Interest
May 16, 2019
From: WULF, JOHN; PRAKASH, SATHYA HARIESH; LUTSAIEVSKA, TETIANA; HERMANEK, STEFAN
To: PEOPLE.AI, INC.
Reel/Frame 049202/0627 →
Assignment of Assignor's Interest
May 16, 2019
From: RICE, DEVIN CODY; BRUNETS, YURII; ROGYNSKYY, OLEG
To: PEOPLE.AI, INC.
Reel/Frame 049202/0836 →
Assignment of Assignor's Interest
May 16, 2019
From: ROGYNSKYY, OLEG
To: PEOPLE.AI, INC.
Reel/Frame 049201/0479 →
Assignment of Assignor's Interest
May 16, 2019
From: JOSEPH, RAJIT KURIEN; HERMANEK, STEFAN; NAVARRO, JOSE ALBERTO MUNIZ; HALLADAY, DYLAN
To: PEOPLE.AI, INC.
Reel/Frame 049201/0750 →
Assignment of Assignor's Interest
May 16, 2019
From: WULF, JOHN; PRAKASH, SATHYA HARIESH; JAIN, VARDHMAN; HAI, WEI
To: PEOPLE.AI, INC.
Reel/Frame 049201/0974 →
Assignment of Assignor's Interest
May 17, 2019
From: RICE, DEVIN CODY; NAVARRO, JOSE ALBERTO MUNIZ; ROGYNSKYY, OLEG; BRUNETS, YURII
To: PEOPLE.AI, INC.
Reel/Frame 049209/0030 →
Assignment of Assignor's Interest
May 17, 2019
From: ROGYNSKYY, OLEG; HERMANEK, STEFAN; WULF, JOHN; RICE, DEVIN
To: PEOPLE. AI, INC.
Reel/Frame 049209/0207 →
Assignment of Assignor's Interest
May 17, 2019
From: BRUNETS, YURII; RICE, DEVIN CODY; ROGYNSKYY, OLEG; WILSON, JAMES
To: PEOPLE.AI, INC.
Reel/Frame 049208/0757 →
Assignment of Assignor's Interest
May 19, 2019
From: NAVARRO, JOSE ALBERTO MUNIZ; JAIN, VARDHMAN; AKSELROD, ANDREY; KOZLOV, HEORHIY
To: PEOPLE.AI, INC.
Reel/Frame 049220/0655 →
Assignment of Assignor's Interest
May 19, 2019
From: ROGYNSKYY, OLEG; WULF, JOHN; PRAKASH, SATHYA HARIESH; BRUNETS, YURII
To: PEOPLE.AI, INC.
Reel/Frame 049220/0650 →
Assignment of Assignor's Interest
Jun 25, 2019
From: ROGYNSKYY, OLEG
To: PEOPLE. AI, INC.
Reel/Frame 049581/0594 →
Assignment of Assignor's Interest
Oct 10, 2019
From: JOSEPH, RAJIT KURIEN; BRUNETS, YURII; PETROV, VOLODYMYR
To: PEOPLE.AI, INC.
Reel/Frame 050683/0525 →
Assignment of Assignor's Interest
Feb 18, 2020
From: JOSEPH, RAJIT KURIEN; NAVARRO, JOSE ALBERTO MUNIZ
To: PEOPLE.AI, INC.
Reel/Frame 051849/0572 →