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

Claim 10:
11. The system of claim 10, wherein the one or more processors are further configured to:
identify, 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;
identify, 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;
identify 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
select, 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.