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

Claim 15:
16. A system, comprising:
one or more processors, configured to:
access a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;

access, from one or more servers of a customer relationship management (CRM) system via one or more application programming interface (API) calls, 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 systems of record corresponding to the plurality of CRM systems of record, each local system of record including a plurality of local record objects corresponding to the plurality of CRM record objects of the corresponding 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 the plurality of local record objects used by the one or more processors for matching electronic activities to the plurality of local record objects;
identify an electronic activity of the plurality of electronic activities to match to one or more local record objects;
determine a data source provider associated with providing the one or more processors access to the electronic activity;
identify a local system of record corresponding to the determined data source provider, the local system of record including a plurality of candidate local record objects to which to match the electronic activity; and
restrict the electronic activity from being linked with the at least one local record object responsive to determining, by applying a machine learning model, that the electronic activity includes features that satisfy a correlation threshold indicating that the electronic activity is to be restricted.