Systems and methods for matching electronic activities with record objects based on entity relationships

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United States of America Patent

PATENT NO 12074955
APP PUB NO 20230053049A1
SERIAL NO

17962475

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ATTORNEY / AGENT: (SPONSORED)

Importance

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Abstract

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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.

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Patent Owner(s)

Patent OwnerAddress
PEOPLE AI INC475 BRANNAN STREET SUITE 320 SAN FRANCISCO CA 94107

International Classification(s)

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Halladay, Dylan San Francisco, US 21 144
Hermanek, Stefan San Francisco, US 24 250
Korkuna, Ostap San Francisco, US 8 48
Navarro, Jose Alberto Muniz Foster City, US 22 100
Rogynskyy, Oleg Menlo Park, US 119 829

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