Patent ID: 11949751
Assignee: PEOPLE.AI, INC.
Field: Computer technology (Electrical engineering)
Classification: CPC H  G | IPC G  H

Claim 1:
2. The method of claim 1, further comprising:
identifying, by the one or more processors, from the plurality of candidate local record objects, the at least one local record object with which to match the electronic activity in accordance with a matching policy for the electronic activity;
identifying, by the one or more processors, an object type of the at least one local record object of the plurality of candidate local record objects with which to match the electronic activity;
identifying, by the one or more processors, an object field value corresponding to an object field of the at least one local record object from the plurality of candidate local record objects with which to match the electronic activity, the object field value corresponding to an entity of the at least one local record object; and
selecting, by the one or more processors, from a plurality of restriction policies including the rule-based restriction policy, a restriction policy to apply to restrict the electronic activity from being linked with the at least one local record object based on at least one of: the at least one local record object, the object type of the at least one local record object, and the object field value included in the at least one local record object.