Patent ID: 11895208
Assignee: PEOPLE.AI, INC.
Field: Computer technology (Electrical engineering)
Classification: CPC H  G | IPC G  H

Claim 16:
17. A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to:
maintain a plurality of node profiles including a plurality of node field-value pairs, each node-field-value pair identifying a node field and one or more node values;
access from one or more servers of a customer relationship management (CRM) system, data of a plurality of CRM systems of record including a plurality of CRM record objects, each CRM record object of the plurality of CRM record objects corresponding to a record object type and comprising one or more object fields having one or more object field values, each respective CRM system of record of the plurality of the CRM systems of record corresponding to a respective data source provider of a plurality of data source providers;
generate a plurality of local systems of record including a plurality of local record objects, each local system of record corresponding to a respective CRM system of record, each respective local record object of the plurality of local record objects storing record object data obtained from the corresponding CRM record object, the record object data stored in each respective local record object usable by the data processing system for matching electronic activities to the respective local record object;
access data of a plurality of electronic activities transmitted or received via electronic accounts associated with the plurality of data source providers;
identify from a first local system of record of the plurality of local systems of record corresponding to a first CRM system of record of a first data source provider, an object field-value pair of a first local record object of the first local 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 CRM systems of record of the plurality of CRM 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 CRM system of record of the one or more second CRM systems of record or a corresponding second local system 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 CRM 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
transmit the value of the object field-value pair to at least one third CRM system of record of the third data source provider of the plurality of data source providers responsive to updating the corresponding local record object of the third local system of record.