Systems and methods for matching electronic activities directly to record objects of systems of record with node profiles
The system described herein can automatically match, link, or otherwise associate electronic activities with one or more record objects. For an electronic activity that is eligible or qualifies to be matched with one or more record objects, the system can identify one or more set of rules or rule sets. Using the rule sets, the system can identify candidate record objects. The system can then rank the identified candidate record objects to select one or more record objects with which to associate the electronic activity. The system can then store an association between the electronic activity and the selected one or more record objects.
1 . A method comprising:
maintaining, by one or more processors, a plurality of node profiles corresponding to a plurality of unique entities, each node profile including a plurality of fields, each field of the plurality of fields including one or more value data structures, each value data structure of the one or more value data structures including a node field value and one or more entries corresponding to respective one or more data points that support the node field value of the value data structure;
accessing, by the one or more processors, a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers, the one or more processors configured to update the plurality of node profiles using the plurality of electronic activities;
maintaining, by the one or more processors, a plurality of record objects of one or more systems of record, each record object of the plurality of record objects comprising one or more object fields having one or more object field values;
extracting, by the one or more processors, data included in an electronic activity of the plurality of electronic activities;
matching, by the one or more processors, the electronic activity to at least one node profile of the plurality of node profiles based on determining that the extracted data of the electronic activity and one or more first field-value pairs of the at least one node profile satisfy a node profile matching policy;
matching, by the one or more processors, the electronic activity to at least one record object of the plurality of record objects based on the extracted data of the electronic activity and object values of the at least one record object and one or more second field-value pairs of the at least one node profile; and
storing, by the one or more processors, in a data structure, an association between the electronic activity and the at least one record object.
2 . The method of claim 1 , further comprises retrieving, from one or more second processors, a first plurality of record objects corresponding to a first system of record of a first data source provider and second plurality of record objects corresponding to a second system of record of a second data source provider.
3 . The method of claim 1 , further comprising:
identifying, by the one or more processors, a sender of the electronic activity of the plurality of electronic activities;
selecting, by the one or more processors, a first node profile of the plurality of node profiles associated with the sender of the electronic activity; and
identifying, by the one or more processors, a first set of record objects of the plurality of record objects of the one or more systems of record based on the first node profile.
4 . The method of claim 3 , further comprising:
identifying, by the one or more processors, a recipient of the electronic activity of the plurality of electronic activities;
selecting, by the one or more processors, a second node profile of the plurality of node profiles associated with the recipient of the electronic activity;
identifying, by the one or more processors, a second set of record objects of the plurality of record objects of the one or more systems of record based on the second node profile; and
wherein matching the electronic activity to the at least one record object of the plurality of record objects includes matching the electronic activity to the at least one record object of the plurality of record objects based on an intersection of the first set of record objects and the second set of record objects.
5 . The method of claim 4 , further comprising:
determining, by the one or more processors, a plurality of candidate record objects based on the intersection of the first set of record objects and the second set of record objects;
identifying, by the one or more processors, each of the plurality of candidate record objects as belonging to one of a plurality of record object types; and
wherein matching the electronic activity to the at least one record object of the plurality of record objects includes matching the electronic activity to two or more of the plurality of candidate record objects, each of the two or more of the plurality of candidate record objects having a different record object type.
6 . The method of claim 1 , wherein matching the electronic activity to the at least one record object includes matching the electronic activity to the at least one record object based on a matching policy that includes a first set of rules for identifying candidate record objects based on one or more recipients of the electronic activity and a second set of rules for identifying candidate record objects based on a sender of the electronic activity, wherein matching the electronic activity to the at least one record object further comprises:
identifying, by the one or more processors, responsive to applying the policy including the first set of rules for identifying candidate record objects based on one or more recipients of the electronic activity, a first set of candidate record objects to which to match the electronic activity, each candidate record object of the first set identified based on the one or more recipients of the electronic activity;
identifying, by the one or more processors, responsive to applying the second policy including the second set of rules for identifying candidate record objects based on the sender of the electronic activity, a second set of candidate record objects to which to match the electronic activity, each candidate record object of the second set identified based on the sender of the electronic activity; and
selecting by the one or more processors, at least one candidate record object included in both the first set of candidate record objects and the second set of candidate record objects to match to the electronic activity based on the first set of rules and the second set of rules of the matching policy.
7 . The method of claim 1 , further comprising:
selecting, by the one or more processors, based on natural language processing, a string in a body of the electronic activity;
selecting, by the one or more processors, a plurality of candidate record objects based on the string in the body of the electronic activity; and
wherein matching the electronic activity to the at least one record object of the plurality of record objects includes matching the electronic activity to at least one of the plurality of candidate record objects.
8 . The method of claim 1 , wherein matching the electronic activity to two or more node profiles of the plurality of node profiles based on determining that the extracted data of the electronic activity and the one or more first field-value pairs of the two or more node profiles satisfy the node profile matching policy and further comprising:
determining, by the one or more processors, a relationship between the two or more node profiles based on the one or more first field-value pairs of the two or more node profiles; and
assigning, by the one or more processors, one or more tags to the electronic activity based on the relationship between the two or more node profiles.
9 . The method of claim 1 , further comprising assigning, by the one or more processors, one or more tags to the electronic activity based on i) one or more node profiles associated with a sender or one or more recipients of the electronic activity; ii) relationship between the one or more node profiles associated with the sender and the one or more recipients of the electronic activity; iii) a first string included in a body of the electronic activity; iv) a second string included in a metadata of the electronic activity; or v) other electronic activity.
10 . The method of claim 9 , further comprising:
identifying, by the one or more processors, a first subset of record objects of the plurality of record objects of the one or more systems of record based on one or more tags assigned to the electronic activity; and
wherein matching the electronic activity to the at least one record object of the plurality of record objects includes matching the electronic activity to at least one of the first subset of record objects of the plurality of record objects based on the one or more tags assigned to the electronic activity.
11 . The method of claim 1 , further comprising:
identifying, by the one or more processors, a sender and one or more recipients of the electronic activity of the plurality of electronic activities; and
wherein matching the electronic activity to the at least one node profile of the plurality of node profiles includes matching the electronic activity to a node profile of the sender and a node profile of each of the one or more recipients.
12 . The method of claim 11 , further comprising:
selecting, by the one or more processors, a first set of record objects of the plurality of record objects of the one or more systems of record based on a node field value of the node profile of the sender; and
selecting, by the one or more processors, a second set of record objects of the plurality of record objects of the one or more systems of record based on a node field value of the node profiles of each of the one or more recipients.
13 . The method of claim 1 , further comprising:
identifying, by the one or more processors, a subset of the plurality of electronic activities matched to a first record object of the plurality of record objects;
identifying, by the one or more processors, for each electronic activity of the subset of the plurality of electronic activities matched to the first record object, one or more node profiles that are matched with the electronic activity; and
determining, by the one or more processors, a stage of the first record object based on the identified one or more node profiles of each of the subset of electronic activities.
14 . The method of claim 1 , further comprising:
identifying, by the one or more processors, a subset of the plurality of electronic activities matched to a first record object of the plurality of record objects; and
determining, by the one or more processors, a stage of the first record object based on tags assigned to one or more electronic activities of the subset of electronic activities.
15 . The method of claim 1 , further comprising:
identifying, by the one or more processors, for a record object, a corresponding record object maintained by a second processor;
determining, by the one or more processors, a plurality of processor assigned stages associated with the corresponding record object, each stage of the plurality of processor assigned stages indicating a proximity to completion of an event; and
mapping, by the one or more processors, each processor assigned stage of the corresponding record object to a stage of a plurality of system assigned stages of the record object.
16 . The method of claim 1 , further comprising:
determining, by the one or more processors, for at least one data point of the one or more data points of a value of a field of the node profile, a contribution score of the data point based on a time corresponding to when the data point was generated or updated; and
generating, by the one or more processors, a confidence score of the value of the field of the node profile based on the contribution score of the data point.
17 . The method of claim 16 , further comprising matching, by the one or more processors, the electronic activity to the at least one node profile of the plurality of node profiles based on the confidence score of the value of the field of the at least one node profile.
18 . The method of claim 16 , wherein determining, for the at least one data point of the one or more data points, the contribution score of the data point includes determining, for the at least one data point, a contribution score of the data point based on a trust score assigned to a source of the data point, the trust score determined based on a type of source of the data point.
19 . A system comprising:
one or more processors;
a memory coupled to the one or more processors, the one or more processors configured to:
maintain a plurality of node profiles corresponding to a plurality of unique entities, each node profile including a plurality of fields, each field of the plurality of fields including one or more value data structures, each value data structure of the one or more value data structures including a node field value and one or more entries corresponding to respective one or more data points that support the node field value of the value data structure;
access a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers, the one or more processors configured to update the plurality of node profiles using the plurality of electronic activities;
maintain a plurality of record objects of one or more systems of record, each record object of the plurality of record objects comprising one or more object fields having one or more object field values;
extract data included in an electronic activity of the plurality of electronic activities;
match the electronic activity to at least one node profile of the plurality of node profiles based on determining that the extracted data of the electronic activity and one or more first field-value pairs of the at least one node profile satisfy a node profile matching policy;
match the electronic activity to at least one record object of the plurality of record objects based on the extracted data of the electronic activity and object values of the at least one record object and one or more second field-value pairs of the at least one node profile; and
store, in a data structure, an association between the electronic activity and the at least one record object.
20 . The system of claim 19 , wherein the one or more processors are further configured to retrieve a first plurality of record objects corresponding to a first system of record of a first data source provider and second plurality of record objects corresponding to a second system of record of a second data source provider.