IP Library Granted Patent US 11,470,170
Granted Patent B2
US 11,470,170 · App. 16/694,253 · Granted Oct 11, 2022

Systems and methods for determining the shareability of values of node profiles

Inventors: Oleg Rogynskyy (Menlo Park, CA); Yurii Brunets (Burlingame, CA); Devin Rice (San Francisco, CA)
Assignee: People.ai, Inc.
H04L67/535G06F7/14G06F11/3024G06F11/3452G06F11/3495G06F16/122G06F16/178G06F16/1734G06F16/182G06F16/212G06F16/215G06F16/219G06F16/22G06F16/221G06F16/2228G06F16/2264G06F16/2272G06F16/23G06F16/235G06F16/2365G06F16/2379G06F16/2386G06F16/245G06F16/2457G06F16/2477G06F16/24558G06F16/24564G06F16/24575G06F16/24578G06F16/254G06F16/256G06F16/26G06F16/27G06F16/273G06F16/28G06F16/285G06F16/288G06F16/289G06F16/29G06F16/313G06F16/337G06F16/355G06F16/901G06F16/906G06F16/9024G06F16/9035G06F16/90344G06F16/9535G06F21/6218G06F40/20G06F40/237G06F40/295G06N3/08G06N5/025G06N5/04G06N7/02G06Q10/04G06Q10/06312G06Q10/06393G06Q10/06398G06Q10/063114G06Q10/107G06Q10/1091G06Q10/1095G06Q50/22G16H50/20H04L41/14H04L43/026H04L43/045H04L43/062H04L43/065H04L43/067H04L43/0876H04L43/14H04L51/046H04L51/212H04L51/234H04L51/42H04L61/45H04L67/125H04L67/30H04L67/303H04L67/306H04M3/436H04M15/755G06F40/205G06N20/00G06Q10/10G16H15/00G16H50/30H04L12/1407H04L2101/37H04M3/56
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Quick Facts
Patent No.
US 11,470,170
App. No.
16/694,253
Granted
Oct 11, 2022
Kind
B2
Abstract

The present disclosure relates to determining the shareability of values of node profiles. Record objects and electronic activities 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. Values of fields corresponding to a predetermined type of field including fewer than a predetermined threshold number of data source providers may be identified. A restriction tag used to restrict populating other node profiles may be generated. Provision of the value with a second data source provider may be restricted.

Claims (64)

1. A method comprising:

accessing, by one or more processors, data of i) a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers or ii) a plurality of record objects of a plurality of systems of record associated with the plurality of data source providers;

identifying, by the one or more processors, from a first system of record of a first data source provider, an object field-value pair of a first record object of the first system of record;

determining, by the one or more processors, that the object field-value pair is associated with a restriction tag used to restrict sharing a value of the object field-value pair with one or more second systems of record of the plurality of systems of record;

identifying, by the one or more processors, the object field-value pair from at least one electronic activity of the plurality of electronic activities that are accessible via a second data source provider of the plurality of data source providers or at least one second record object of a second system of record of the one or more second systems of record that corresponds to the second data source provider;

determining, by the one or more processors, responsive to identifying the object field-value pair from the at least one electronic activity or the at least one second record object, that the object field-value pair satisfies a shareability condition defined by a restriction policy associated with the first data source provider; and

providing, by the one or more processors, the value of the object field-value pair to at least one third system of record of a third data source provider of the plurality of data source providers responsive to determining that the shareability condition is satisfied.

2. The method of claim 1 , further comprising updating, by the one or more processors, in one or more data structures, an association between the object field-value pair and a shareability setting responsive to determining that the object field-value pair satisfies the shareability condition.

3. The method of claim 1 , wherein identifying the object field-value pair of the first record object of the first system of record comprises determining that the object field-value pair corresponds to a predetermined type of object field with which restriction tags can be associated.

4. The method of claim 3 , wherein identifying the object field-value pair of the first record object of the first system of record comprises:

identifying, by the one or more processors, an electronic activity of the plurality of electronic activities;

determining, by the one or more processors, from the electronic activity, an activity field-value pair identifying the value; and

transmitting, by the one or more processors, instructions to update the first record object of the first system of record by generating the object field-value pair using the value of the activity field-value pair.

5. The method of claim 4 , further comprising maintaining, by the one or more processors, in one or more data structures, an association between the object field-value pair and the restriction tag.

6. The method of claim 1 , further comprising:

receiving, by the one or more processors, a request to restrict sharing the object field-value pair of the first record object;

generating, by the one or more processors, the restriction tag to restrict sharing the value with the one or more second systems of record; and

storing, by the one or more processors, in one or more data structures, an association between the restriction tag and the object field-value pair.

7. The method of claim 1 , wherein determining that the object field-value pair satisfies the shareability condition comprises:

maintaining, by the one or more processors, for the object field-value pair, a value data structure that identifies one or more data points corresponding to the object field-value pair, each data point of the one or more data points identifying an electronic activity or a record object including the value of the object field-value pair; and

determining, by the one or more processors, that a count of the one or more data points satisfies a threshold corresponding to the shareability condition.

8. The method of claim 1 , wherein determining that the object field-value pair satisfies the shareability condition comprises:

maintaining, by the one or more processors, for the object field-value pair, a value data structure that identifies one or more data points corresponding to the object field-value pair, each data point of the one or more data points identifying an electronic activity or a record object including the value of the object field-value pair and a data source provider of the plurality of data source providers; and

determining, by the one or more processors, a number of data source providers that provide the one or more data points included in the value data structure corresponding to the object field-value pair; and

determining, by the one or more processors, that the number of data source providers satisfies a threshold corresponding to the shareability condition.

9. A system comprising:

one or more processors configured by machine-readable instructions to:

access data of i) a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers or ii) a plurality of record objects of a plurality of systems of record associated with the plurality of data source providers;

identify from a first system of record of a first data source provider, an object field-value pair of a first record object of the first system of record;

determine that the object field-value pair is associated with a restriction tag used to restrict sharing a value of the object field-value pair with one or more second systems of record of the plurality of systems of record;

identify the object field-value pair from at least one electronic activity of the plurality of electronic activities that are accessible via a second data source provider of the plurality of data source providers or at least one second record object of a second system of record of the one or more second systems of record that corresponds to the second data source provider;

determine responsive to identifying the object field-value pair from the at least one electronic activity or the at least one second record object, that the object field-value pair satisfies a shareability condition defined by a restriction policy associated with the first data source provider; and

provide the value of the object field-value pair to at least one third system of record of a third data source provider of the plurality of data source providers responsive to determining that the shareability condition is satisfied.

10. The system of claim 9 , wherein the one or more processors are further configured to update in one or more data structures, an association between the object field-value pair and a shareability setting responsive to determining that the object field-value pair satisfies the shareability condition.

11. The system of claim 9 , wherein to identify the object field-value pair of the first record object of the first system of record, the one or more processors are configured to determine that the object field-value pair corresponds to a predetermined type of object field with which restriction tags can be associated.

12. The system of claim 11 , wherein to identify the object field-value pair of the first record object of the first system of record, the one or more processors are configured to:

identify an electronic activity of the plurality of electronic activities;

determine from the electronic activity, an activity field-value pair identifying the value; and

transmit a request to update the first record object of the first system of record by generating the object field-value pair using the value of the activity field-value pair.

13. The system of claim 12 , wherein the one or more processors are further configured to maintain in one or more data structures, an association between the object field-value pair and the restriction tag.

14. The system of claim 9 , wherein the one or more processors are further configured to:

receive a request to restrict sharing the object field-value pair of the first record object;

generate the restriction tag to restrict sharing the value with the one or more second systems of record; and

store in one or more data structures, an association between the restriction tag and the object field-value pair.

15. The system of claim 9 , wherein to determine that the object field-value pair satisfies the shareability condition, the one or more processors are configured to:

maintain for the object field-value pair, a value data structure that identifies one or more data points corresponding to the object field-value pair, each data point of the one or more data points identifying an electronic activity or a record object including the value of the object field-value pair; and

determine that a count of the one or more data points satisfies a threshold corresponding to the shareability condition.

16. The system of claim 9 , wherein to determine that the object field-value pair satisfies the shareability condition, the one or more processors are configured to:

maintain for the object field-value pair, a value data structure that identifies one or more data points corresponding to the object field-value pair, each data point of the one or more data points identifying an electronic activity or a record object including the value of the object field-value pair and a data source provider of the plurality of data source providers; and

determine a number of data source providers that provide the one or more data points included in the value data structure corresponding to the object field-value pair; and

determine that the number of data source providers satisfies a threshold corresponding to the shareability condition.

17. A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to:

access data of i) a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers or ii) a plurality of record objects of a plurality of systems of record associated with the plurality of data source providers;

identify from a first system of record of a first data source provider, an object field-value pair of a first record object of the first system of record;

determine that the object field-value pair is associated with a restriction tag used to restrict sharing a value of the object field-value pair with one or more second systems of record of the plurality of systems of record;

identify the object field-value pair from at least one electronic activity of the plurality of electronic activities that are accessible via a second data source provider of the plurality of data source providers or at least one second record object of a second system of record of the one or more second systems of record that corresponds to the second data source provider;

determine responsive to identifying the object field-value pair from the at least one electronic activity or the at least one second record object, that the object field-value pair satisfies a shareability condition defined by a restriction policy associated with the first data source provider; and

provide the value of the object field-value pair to at least one third system of record of a third data source provider of the plurality of data source providers responsive to determining that the shareability condition is satisfied.

18. The non-transitory computer-readable storage medium of claim 17 , wherein the one or more processors are configured to update, in one or more data structures, an association between the object field-value pair and a shareability setting responsive to determining that the object field-value pair satisfies the shareability condition.

19. The non-transitory computer-readable storage medium of claim 17 , wherein to identify the object field-value pair of the first record object of the first system of record, the one or more processors are configured to determine that the object field-value pair corresponds to a predetermined type of object field with which restriction tags can be associated.

20. The non-transitory computer-readable storage medium of claim 19 , wherein to identify the object field-value pair of the first record object of the first system of record, the one or more processors are configured to:

identify an electronic activity of the plurality of electronic activities;

determine from the electronic activity, an activity field-value pair identifying the value; and

transmit a request to update the first record object of the first system of record by generating the object field-value pair using the value of the activity field-value pair.

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 Dec 2, 2019
From: ROGYNSKYY, OLEG; BRUNETS, YURII; RICE, DEVIN
To: PEOPLE.AI, INC.
Reel/Frame 051150/0361 →
Continuity (5)
Continuation 16399679 · Apr 30, 2019
Provisional Application 62747452 · Oct 18, 2018
Provisional Application 62725999 · Aug 31, 2018
Provisional Application 62676187 · May 24, 2018
Related Publication 20200089681A1 · Mar 19, 2020
Cited By (1)
US 12,455,986