Patent ID: 11949682
Assignee: PEOPLE.AI, INC.
Field: Digital communication (Electrical engineering)
Classification: CPC H  G | IPC G  H

Claim 0:
1. A method comprising:
maintaining, by one or more processors of a data processing system, 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;
accessing, by the one or more processors, a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;
accessing, by the one or more processors, from one or more servers of a customer relationship management (CRM) system, 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 the plurality of data source providers;
generating, by the one or more processors, a plurality of local record objects corresponding to the plurality of CRM record objects, 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 the plurality of local record objects used by the one or more processors for matching electronic activities to the plurality of local record objects;
identifying, by one or more processors, for an entity corresponding to a node profile, data of a plurality of electronic activities linked to one or more local record objects corresponding to a first data source provider of the one or more data source providers and transmitted from or received by one or more electronic accounts of the entity;
determining, by the one or more processors, whether the identified data of the plurality of electronic activities satisfies a communication policy, the communication policy including one or more rules based on i) a number of electronic activities transmitted from the one or more electronic accounts of the entity or ii) a value determined from the data of the plurality of electronic activities and used to update one or more communication settings for communicating with the one or more electronic accounts of the entity; and
transmitting, by the one or more processors, instructions to generate, in a system of record of the first data source provider, a contact record object for the entity based on the identified data satisfying a first condition of the communication policy and responsive to generating a local contact record object corresponding to the entity; or
transmitting, by the one or more processors, instructions to delete, in the system of record of the first data source provider, an existing contact record object for the entity based on the identified data satisfying a second condition of the communication policy.