Patent ID: 11876874
Assignee: PEOPLE.AI, INC.
Field: Computer technology (Electrical engineering)
Classification: CPC H  G | IPC G  H

Claim 0:
1. A method comprising:
accessing, by one or more processors of a data processing system in communication with at least one server that stores a plurality of customer relationship management (CRM) systems of record associated with a plurality of data source providers, from the at least one server, a plurality of CRM record objects of a first CRM system of record of the plurality of CRM systems of record, the first CRM system of record associated with a first data source provider of the plurality of data source providers;
generating, by the one or more processors, in one or more data structures maintained by the data processing system, a shadow system of record including a plurality of shadow objects, wherein each shadow object is generated from a corresponding CRM record object of the plurality of CRM record objects by populating shadow object field-value pairs using data included in corresponding CRM object field-value pairs of the CRM record object, the one or more processors configured to periodically synchronize the shadow object with the corresponding CRM record object;
identifying, by the one or more processors, a first electronic activity and a second electronic activity associated with the first data source provider that has been transmitted by a sender of the first electronic activity and the second electronic activity and received by one or more recipients of the first electronic activity and the second electronic activity, the first electronic activity and the second electronic activity readable by the one or more recipients;
parsing, by the one or more processors, the first electronic activity to identify one or more electronic accounts in the electronic activity;
determining, by the one or more processors, responsive to parsing the first electronic activity, that the first electronic activity is associated with an electronic account of the one or more electronic accounts, the electronic account corresponding to the first data source provider;
determining, by the one or more processors, responsive to parsing the second electronic activity, that the second electronic activity is sent from or received by the electronic account of the one or more electronic accounts;
selecting, by the one or more processors based on the electronic account, one or more filtering policies associated with the first data source provider to apply to the electronic activity, the selected one or more filtering policies including at least one of i) a keyword policy configured to restrict electronic activities including a predetermined keyword; ii) a regex pattern policy configured to restrict electronic activities including one or more character strings that match a predetermined regex pattern; or iii) a logic-based policy configured to restrict electronic activities based on participants of the electronic activities satisfying a predetermined group of participants;
determining, by the one or more processors, by applying the selected one or more filtering policies to the electronic activity, to restrict the electronic activity from being matched with one or more shadow record objects of the shadow system of record of the first data source provider based on the electronic activity satisfying at least one of the selected one or more filtering policies;
restricting, by the one or more processors, the first electronic activity from further being matched with one or more record objects of the system of record;
determining, by the one or more processors, by applying the selected one or more filtering policies to the second electronic activity, to match the second electronic activity with one or more shadow record objects of the shadow system of record of the first data source provider based on the second electronic activity not satisfying any of the selected one or more filtering policies;
matching, by the one or more processors, responsive to determining to match the second electronic activity with the one or more shadow record objects, the second electronic activity with a first shadow record object of the one or more shadow record objects responsive to a match policy; and
transmitting, by the one or more processors, to the at least one server that stores the CRM system of record of the plurality of CRM systems of record, instructions to store an association between the second electronic activity and a first CRM record object in the CRM system of record, the corresponding record object corresponding to the first shadow record object in the shadow system of record.