Patent ID: 11909837
Assignee: PEOPLE.AI, INC.
Field: Computer technology (Electrical engineering)
Classification: CPC H  G | IPC G  H

Claim 9:
10. A data processing system comprising:
one or more hardware processors configured by machine-readable instructions to:
access, 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;
generate, 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 data processing system for matching electronic activities to the plurality of local record objects;
access, from a plurality of electronic accounts corresponding to member entities associated with a group entity, data corresponding to a plurality of first electronic activities, each first electronic activity of the plurality of first electronic activities accessible via a respective electronic account of a member entity belonging to the group entity;
for each first electronic activity of the plurality of first electronic activities:
identify the group entity associated with the electronic account via which the first electronic activity is accessible;
select a filtering model based on the group entity and the member entity, the filtering model trained to indicate whether to match the accessed electronic activities with one or more CRM record objects using training data generated from a plurality of second electronic activities, at least one second electronic activity of the plurality of second electronic activities labeled to be restricted from being matched;
apply the selected filtering model to the first electronic activity to determine whether the first electronic activity satisfies a restriction condition;
match, responsive to the first electronic activity not satisfying the restriction condition, the first electronic activity to a local record object of the plurality of local record objects by comparing a first set of one or more activity-field value pairs of the first electronic activity to corresponding record object data stored in the local record object; and
transmit to the one or more servers of the CRM system, instructions to cause the one or more servers to store an association between the first electronic activity and a CRM record object with which the local record object corresponds.