The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Aug. 27, 2024

Filed:

Oct. 08, 2022
Applicant:

People.ai, Inc., Redwood City, CA (US);

Inventors:

Oleg Rogynskyy, Menlo Park, CA (US);

Stefan Hermanek, San Francisco, CA (US);

Dylan Halladay, San Francisco, CA (US);

Ostap Korkuna, San Francisco, CA (US);

Jose Alberto Muniz Navarro, Foster City, CA (US);

Assignee:

People.ai, Inc., Redwood City, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 16/00 (2019.01); G06F 7/14 (2006.01); G06F 9/54 (2006.01); G06F 11/30 (2006.01); G06F 11/34 (2006.01); G06F 16/11 (2019.01); G06F 16/17 (2019.01); G06F 16/178 (2019.01); G06F 16/182 (2019.01); G06F 16/21 (2019.01); G06F 16/215 (2019.01); G06F 16/22 (2019.01); G06F 16/23 (2019.01); G06F 16/245 (2019.01); G06F 16/2455 (2019.01); G06F 16/2457 (2019.01); G06F 16/2458 (2019.01); G06F 16/25 (2019.01); G06F 16/26 (2019.01); G06F 16/27 (2019.01); G06F 16/28 (2019.01); G06F 16/29 (2019.01); G06F 16/31 (2019.01); G06F 16/335 (2019.01); G06F 16/35 (2019.01); G06F 16/901 (2019.01); G06F 16/903 (2019.01); G06F 16/9035 (2019.01); G06F 16/906 (2019.01); G06F 16/9535 (2019.01); G06F 21/62 (2013.01); G06F 40/20 (2020.01); G06F 40/237 (2020.01); G06F 40/295 (2020.01); G06N 3/08 (2023.01); G06N 5/025 (2023.01); G06N 5/04 (2023.01); G06N 7/02 (2006.01); G06Q 10/04 (2023.01); G06Q 10/0631 (2023.01); G06Q 10/0639 (2023.01); G06Q 10/107 (2023.01); G06Q 10/109 (2023.01); G06Q 10/1091 (2023.01); G06Q 10/1093 (2023.01); G06Q 50/22 (2018.01); G16H 50/20 (2018.01); H04L 41/14 (2022.01); H04L 43/00 (2022.01); H04L 43/026 (2022.01); H04L 43/045 (2022.01); H04L 43/062 (2022.01); H04L 43/065 (2022.01); H04L 43/067 (2022.01); H04L 43/0876 (2022.01); H04L 51/046 (2022.01); H04L 51/212 (2022.01); H04L 51/234 (2022.01); H04L 51/42 (2022.01); H04L 61/45 (2022.01); H04L 67/125 (2022.01); H04L 67/30 (2022.01); H04L 67/303 (2022.01); H04L 67/306 (2022.01); H04L 67/50 (2022.01); H04M 3/436 (2006.01); H04M 15/00 (2006.01); G06F 40/205 (2020.01); G06N 20/00 (2019.01); G06Q 10/10 (2023.01); G16H 15/00 (2018.01); G16H 50/30 (2018.01); H04L 12/14 (2006.01); H04L 101/00 (2022.01); H04L 101/35 (2022.01); H04L 101/37 (2022.01); H04M 3/22 (2006.01); H04M 3/56 (2006.01);
U.S. Cl.
CPC ...
H04L 67/535 (2022.05); G06F 7/14 (2013.01); G06F 9/542 (2013.01); G06F 11/3024 (2013.01); G06F 11/3452 (2013.01); G06F 11/3495 (2013.01); G06F 16/122 (2019.01); G06F 16/1734 (2019.01); G06F 16/178 (2019.01); G06F 16/182 (2019.01); G06F 16/212 (2019.01); G06F 16/215 (2019.01); G06F 16/219 (2019.01); G06F 16/22 (2019.01); G06F 16/221 (2019.01); G06F 16/2228 (2019.01); G06F 16/2264 (2019.01); G06F 16/2272 (2019.01); G06F 16/23 (2019.01); G06F 16/235 (2019.01); G06F 16/2358 (2019.01); G06F 16/2365 (2019.01); G06F 16/2379 (2019.01); G06F 16/2386 (2019.01); G06F 16/245 (2019.01); G06F 16/24558 (2019.01); G06F 16/24564 (2019.01); G06F 16/2457 (2019.01); G06F 16/24575 (2019.01); G06F 16/24578 (2019.01); G06F 16/2477 (2019.01); G06F 16/254 (2019.01); G06F 16/256 (2019.01); G06F 16/26 (2019.01); G06F 16/27 (2019.01); G06F 16/273 (2019.01); G06F 16/28 (2019.01); G06F 16/285 (2019.01); G06F 16/288 (2019.01); G06F 16/289 (2019.01); G06F 16/29 (2019.01); G06F 16/313 (2019.01); G06F 16/337 (2019.01); G06F 16/355 (2019.01); G06F 16/901 (2019.01); G06F 16/9024 (2019.01); G06F 16/90344 (2019.01); G06F 16/9035 (2019.01); G06F 16/906 (2019.01); G06F 16/9535 (2019.01); G06F 21/6218 (2013.01); G06F 21/6245 (2013.01); G06F 40/20 (2020.01); G06F 40/237 (2020.01); G06F 40/295 (2020.01); G06N 3/08 (2013.01); G06N 5/025 (2013.01); G06N 5/04 (2013.01); G06N 7/02 (2013.01); G06Q 10/04 (2013.01); G06Q 10/063114 (2013.01); G06Q 10/06312 (2013.01); G06Q 10/06315 (2013.01); G06Q 10/06393 (2013.01); G06Q 10/06398 (2013.01); G06Q 10/107 (2013.01); G06Q 10/109 (2013.01); G06Q 10/1091 (2013.01); G06Q 10/1095 (2013.01); G06Q 50/22 (2013.01); G16H 50/20 (2018.01); H04L 41/14 (2013.01); H04L 43/026 (2013.01); H04L 43/045 (2013.01); H04L 43/062 (2013.01); H04L 43/065 (2013.01); H04L 43/067 (2013.01); H04L 43/0876 (2013.01); H04L 43/14 (2013.01); H04L 51/046 (2013.01); H04L 51/212 (2022.05); H04L 51/234 (2022.05); H04L 51/42 (2022.05); H04L 61/45 (2022.05); H04L 67/125 (2013.01); H04L 67/30 (2013.01); H04L 67/303 (2013.01); H04L 67/306 (2013.01); H04M 3/436 (2013.01); H04M 15/755 (2013.01); G06F 40/205 (2020.01); G06N 20/00 (2019.01); G06Q 10/10 (2013.01); G16H 15/00 (2018.01); G16H 50/30 (2018.01); H04L 12/1407 (2013.01); H04L 2101/00 (2022.05); H04L 2101/35 (2022.05); H04L 2101/37 (2022.05); H04M 3/2218 (2013.01); H04M 3/56 (2013.01);
Abstract

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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