IP Library Granted Patent US 10,552,932
Granted Patent B2
US 10,552,932 · App. 16/371,041 · Granted Feb 4, 2020

Systems and methods for generating field-specific health scores for a system of record

Inventors: Yurii Brunets (Burlingame, CA); Oleg Rogynskyy (Menlo Park, CA); Devin Rice (San Francisco, CA); Yury Markovsky (San Francisco, CA); Tetiana Lutsaievska (San Jose, CA)
Assignee: People.ai, Inc.
G06Q50/22G06F16/2477G16H15/00G16H50/20G16H50/30
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Quick Facts
Patent No.
US 10,552,932
App. No.
16/371,041
Filed
Mar 31, 2019
Granted
Feb 4, 2020
Kind
B2
Art Unit
2161
USPC
707/705
Abstract

The present disclosure relates to generating field-specific health scores for a system of record. Record objects of a system of record corresponding to a data source provider may be accessed. Each record object may correspond to a record object type and have one or more object field-value pairs. Node profiles may be maintained. Each node profile may include one or more node field-value pairs. A subset of node field-value pairs of the node profiles with confidence scores greater than a threshold score may be identified. Node profiles having the subset of node field-value pairs may be identified. Node field-value pairs of the subset may be compared with corresponding object field-value pairs of the record objects. A field-specific health score for each field may be generated based on the comparison.

Claims (57)

1. A method, comprising:

accessing, by one or more processors, a plurality of record objects of a first system of record corresponding to a data source provider, each record object of the plurality of record objects having one or more object field-value pairs, each field-value pair of the record object associating an object field value to a corresponding field of the record object;

maintaining, by the one or more processors, a plurality of node profiles corresponding to a plurality of unique entities, each node profile of the plurality of node profiles including one or more node field-value pairs, each node field-value pair of the node profile associated with a corresponding field and a node field value, each node field-value pair generated from at least one of an electronic activity or at least one record object of a plurality of second systems of record;

identifying, by the one or more processors, a subset of node field-value pairs from the one or more node field-value pairs of the plurality of node profiles, each node field-value pair of the subset having a confidence score satisfies a threshold score;

identifying, by the one or more processors, for each record object of the first system of record, a matching node profile having at least one node field-value pair of the subset, the matching node profile identifying an entity also identified by the record object;

comparing, by the one or more processors, for a first field of the plurality of record objects, the node field value of each node field-value pair of the subset identifying the first field in the matching node profile with the object field value of a corresponding object field-value pair identifying the first field of the record object; and

generating, by the one or more processors, a field-specific health score for the first field of the plurality of record objects of the first system of record based on the comparison, the field-specific health score indicating a level of quality of the first field across the plurality of record objects.

2. The method of claim 1 , wherein the comparison further comprises determining a number of matches and a number of mismatches for the first field between the node field-value pairs of the subset identifying the first field and the object field value of a corresponding object field-value pair; and

wherein generating the field-specific health score further comprises generating the field-specific health score for the first field based on the number of matches and the number of mismatches.

3. The method of claim 1 , further comprising determining, by the one or more processors, a number of completes and a number of incompletes in the object field values for the first field in the object field-value pairs of the plurality of record objects; and

wherein generating the field-specific health score further comprises generating the field-specific health score for the first field based on the number of completes and the number of incompletes for the first field.

4. The method of claim 1 , further comprising determining, by the one or more processors, whether the object field-value pairs for the first field is generated from aggregate data provided by a plurality of data sources for the first system of record; and

wherein generating the field-specific health score further comprises generating the field-specific health score for each field based on determining whether the object field-value pair for the field is generated from the aggregate data provided by the plurality of data sources.

5. The method of claim 4 , further comprising identifying, by the one or more processors, an amount of the aggregate data provided by the plurality of data sources to generate the object field-value pairs identifying the first field of the record object; and

wherein generating the field-specific health score further comprises generating the field-specific health score for the first field based on the identified amount of aggregate data provided by the plurality of data sources in generating the object field-value pairs identifying the first field.

6. The method of claim 1 , further comprising:

comparing, by the one or more processors, the field-specific health score for the first field to a threshold score; and

providing, by the one or more processors, an indication to add more object field-value pairs of the first field to the plurality of record objects maintained by the systems of record responsive to determining that the field-specific health score for the first field is less than the threshold score.

7. The method of claim 1 , wherein maintaining the plurality of node profiles further comprises aggregating a plurality of second record objects from a plurality of second systems of record, the confidence score for each node field-value pair of the plurality of node profiles generated based on a number of record objects in the plurality of second record objects including the node field-value pair.

8. The method of claim 7 , further comprising:

determining, by the one or more processors, whether the value of the object field-value pair is missing for each corresponding node field-value pair of the subset identified from the one or more node field-value pairs generated from the plurality of second record objects of the plurality of second systems of record; and

setting, by the one or more processors, the object field-value pair with the value determined as missing to the value of the corresponding node-field value pair.

9. The method of claim 7 , further comprising:

comparing, by the one or more processors, the field-specific health score of the first field to a threshold score, the threshold score indicating a level of quality at which to replace the object field-value pair in the plurality of record objects with the corresponding node field-value pair from the plurality of node profiles;

setting, by the one or more processors, the value of each object field-value pair identifying the first field to the value of the corresponding node field-value pair also identifying the first field, responsive to determining that the field-specific health score of the first field is less than the threshold score.

10. The method of claim 1 , further comprising identifying, by the one or more processors, for each object field-value pair of the plurality of record objects, the corresponding node field-value pair from the plurality of node profiles based on a node profile matching policy.

11. The method of claim 1 , wherein the confidence score of each node field-value pair is generated from contribution scores of one or more data points that correspond to the value of the node field-value pair, the confidence score indicative of a level of certainty in the node field-value pair, the contribution score generated based on a time associated with the data point.

12. A system, comprising:

one or more processors coupled with memory, configured to:

access a plurality of record objects of a first system of record corresponding to a data source provider, each record object of the plurality of record objects having one or more object field-value pairs, each field-value pair of the record object associating an object field value to a corresponding field of the record object;

maintain a plurality of node profiles corresponding to a plurality of unique entities, each node profile of the plurality of node profiles including one or more node field-value pairs, each node field-value pair of the node profile associated with a corresponding field and a node field value, each node field-value pair generated from at least one of an electronic activity or at least one record object of a plurality of second systems of record;

identify a subset of node field-value pairs from the one or more node field-value pairs of the plurality of node profiles, each node field-value pair of the subset having a confidence score satisfies a threshold score;

identify, for each record object of the first system of record, a matching node profile having at least one node field-value pair of the subset, the matching node profile identifying an entity also identified by the record object;

compare, for a first field of the plurality of record objects, the node field value of each node field-value pair of the subset identifying the first field in the matching node profile with the object field value of a corresponding object field-value pair identifying the first field of the record object; and

generate a field-specific health score for the first field of the plurality of record objects of the first system of record based on the comparison, the field-specific health score indicating a level of quality of the first field across the plurality of record objects.

13. The system of claim 12 , wherein the one or more processors are further configured to determine a number of matches and a number of mismatches for the first field between the node field-value pairs of the subset identifying the first field and the object field value of a corresponding object field-value pair; and

generate the field-specific health score for the first field based on the number of matches and the number of mismatches.

14. The system of claim 12 , wherein the one or more processors are further configured to determine a number of completes and a number of incompletes in the object field values for the first field in the object field-value pairs of the plurality of record objects; and

generate the field-specific health score for the first field based on the number of completes and the number of incompletes for the first field.

15. The system of claim 12 , wherein the one or more processors are further configured to determine whether the object field-value pairs for the first field is generated from aggregate date provided by a plurality of data sources for the first system of record; and

generate the field-specific health score for each field based on determining whether the object field-value pair for the field is generated from the aggregate data provided by the data source provider.

16. The system of claim 15 , wherein the one or more processors are further configured to identify an amount of the aggregate data provided by the plurality of data sources to generate the object field-value pairs identifying the first field of the record object; and

generate the field-specific health score for the first field based on the identified amount of aggregate data provided by the data source provider in generating the object field-value pairs identifying the first field.

17. The system of claim 12 , wherein the one or more processors are further configured to:

compare the field-specific health score for the first field to a threshold score; and

provide an indication to add more object field-value pairs of the first field to the plurality of record objects maintained by the systems of record responsive to determining that the field-specific health score for the first field is less than the threshold score.

18. The system of claim 12 , wherein the one or more processors are further configured to aggregate a plurality of second record objects from a plurality of second systems of record, the confidence score for each node field-value pair of the plurality of node profiles generated based on a number of record objects in the plurality of second record objects including the node field-value pair.

19. The system of claim 18 , wherein the one or more processors are further configured to:

determine whether the value of the object field-value pair is missing for each corresponding node field-value pair of the subset identified from the one or more node field-value pairs generated from the plurality of second record objects of the plurality of second systems of record; and

set, by the one or more processors, the object field-value pair with the value determined as missing to the value of the corresponding node-field value pair.

20. A non-transient computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to perform a method comprising:

accessing, by one or more processors, a plurality of record objects of a first system of record corresponding to a data source provider, each record object of the plurality of record objects having one or more object field-value pairs, each field-value pair of the record object associating an object field value to a corresponding field of the record object;

maintaining, by the one or more processors, a plurality of node profiles corresponding to a plurality of unique entities, each node profile of the plurality of node profiles including one or more node field-value pairs, each node field-value pair of the node profile associated with a corresponding field and a node field value, each node field-value pair generated from at least one of an electronic activity or at least one record object of a plurality of second systems of record;

identifying, by the one or more processors, a subset of node field-value pairs from the one or more node field-value pairs of the plurality of node profiles, each node field-value pair of the subset having a confidence score satisfies a threshold score;

identifying, by the one or more processors, for each record object of the first system of record, a matching node profile having at least one node field-value pair of the subset, the matching node profile identifying an entity also identified by the record object;

comparing, by the one or more processors, for a first field of the plurality of record objects, the node field value of each node field-value pair of the subset identifying the first field in the matching node profile with the object field value of a corresponding object field-value pair identifying the first field of the record object; and

generating, by the one or more processors, a field-specific health score for the first field of the plurality of record objects of the first system of record based on the comparison, the field-specific health score indicating a level of quality of the first field across the plurality of record objects.

Assignments (2)
SECURITY INTEREST Recorded Jan 19, 2023
From: PEOPLE.AI, INC.
To: BANK OF MONTREAL, AS ADMINISTRATIVE AGENT
Reel/Frame 062435/0828 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 19, 2019
From: BRUNETS, YURII; ROGYNSKYY, OLEG; RICE, DEVIN; MARKOVSKY, YURY; LUTSAIEVSKA, TETIANA
To: PEOPLE.AI,INC.
Reel/Frame 049220/0673 →
Continuity (4)
Provisional Application 62676187 · May 24, 2018
Provisional Application 62725999 · Aug 31, 2018
Provisional Application 62747452 · Oct 18, 2018
Related Publication 20190362452A1 · Nov 28, 2019
Cited By (1)
US 12,205,372