Patents Assigned to People.ai, Inc.
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Patent number: 11503131Abstract: The present disclosure relates to generating performance profiles of member nodes. A plurality of electronic activities can be accessed. A subset of electronic activities from the plurality of electronic activities can be identified. The subset of electronic activities can be parsed to identify participants of the electronic activities. A second node profile can be accessed for each participant. Participant types can be identified from each second node profiles. A distribution of the subset of electronic activities can be determined. A performance profile can be generated.Type: GrantFiled: November 23, 2020Date of Patent: November 15, 2022Assignee: People.ai, Inc.Inventors: Oleg Rogynskyy, Yurii Brunets, Eric Jeske, Nicholas Dingwall
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Publication number: 20220360642Abstract: The present disclosure is related to systems and methods of merging tenant shadow systems of record into a master system of record. First tenant record objects of a first tenant system of record can be accessed. A master record object for a master system of record can be generated using the corresponding first tenant record object. A second tenant record object of a second tenant system of record can be accessed. Whether the second tenant record object is to be merged into the corresponding master record object can be determined. When determined to merge, the second tenant record object can be merged into the corresponding master record object. When determined to not merge, a new master record can be generated.Type: ApplicationFiled: July 18, 2022Publication date: November 10, 2022Applicant: People.ai, Inc.Inventors: Oleg Rogynskyy, Vardhman Jain, Rajit Kurien Joseph, Jose Alberto Muniz Navarro
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Publication number: 20220353344Abstract: The system and methods described herein can classify electronic activities based on sender and recipient information. The system can determine a relationship between a sender of an electronic activity and at least one recipient of the electronic activity using a sender node profile and a recipient node profile. The system can assign a tag to the electronic activity based on the relationship between the sender and one or more recipients of the electronic activity. The system can process the electronic activity based on the assigned tag.Type: ApplicationFiled: March 21, 2022Publication date: November 3, 2022Applicant: People ai, Inc.Inventors: Rajit Joseph, Stefan Hermanek, Jose Alberto Muniz Navarro, Dylan Halladay, Heorhiy Kozlov, Oleg Rogynskyy
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Publication number: 20220345543Abstract: The present disclosure relates to generating a filtered data set. Data from a plurality of systems of record of a plurality of data source providers may be accessed. A master data set generated using the data accessed from the plurality of systems of record may be maintained. Restriction policies including one or more rules for restricting sharing of data may be maintained. A filtered data set may be generated for a data source provider responsive to an application of restriction policies of other data source providers to the master data set. The filtered data set may be provisioned.Type: ApplicationFiled: June 29, 2022Publication date: October 27, 2022Applicant: People.ai, Inc.Inventors: Oleksandr Oleinikov, Oleg Rogynskyy
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Publication number: 20220327106Abstract: The present disclosure relates to methods, systems, and storage media for detecting events based on updates to node profiles from electronic activities. Exemplary implementations may access an electronic activity transmitted or received via an electronic account associated with a data source provider; generate a plurality of activity field-value pairs; maintain a plurality of node profiles; identify a first state of a first node profile of the plurality of node profiles; update the first node profile using the electronic activity; identify a second state of the first node profile subsequent to updating the first node profile using the electronic activity; detect a state change of the first node profile based on the first state and the second state; determine that the state change satisfies an event condition; and store an association between the first node profile and an event type corresponding to the event condition.Type: ApplicationFiled: February 28, 2022Publication date: October 13, 2022Applicant: People.ai, Inc.Inventors: John Wulf, Sathya Hariesh Prakash, Yurii Brunets, Oleg Rogynskyy, Rajit Kurien Joseph, Yury Markovsky
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Patent number: 11470171Abstract: The present disclosure relates to systems and methods for matching electronic activities with record objects based on entity relationships. The method can include accessing a plurality of electronic activities, identifying an electronic activity, identifying a first participant associated with a first entity and a second participant associated with a second entity, determining whether a record object identifier is included in the electronic activity, identifying a first record object of the system of record that includes an instance of the record object identifier, and storing an association between the electronic activity and the first record object. The method can include determining a second record object corresponding to the second entity, identifying, using a matching policy, a third record object linked to the second record object and identifying a third entity, and storing, by the one or more processors, an association between the electronic activity and the third record object.Type: GrantFiled: December 16, 2019Date of Patent: October 11, 2022Assignee: People.ai, Inc.Inventors: Oleg Rogynskyy, Stefan Hermanek, Dylan Halladay, Ostap Korkuna, Jose Alberto Muniz Navarro
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Patent number: 11470170Abstract: The present disclosure relates to determining the shareability of values of node profiles. Record objects and electronic activities of a system of record corresponding to a data source provider may be accessed. Each record object may correspond to a record object type and have one or more object field-value pairs. Node profiles may be maintained. Values of fields corresponding to a predetermined type of field including fewer than a predetermined threshold number of data source providers may be identified. A restriction tag used to restrict populating other node profiles may be generated. Provision of the value with a second data source provider may be restricted.Type: GrantFiled: November 25, 2019Date of Patent: October 11, 2022Assignee: People.ai, Inc.Inventors: Oleg Rogynskyy, Yurii Brunets, Devin Rice
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Patent number: 11463534Abstract: The systems and methods relate to updating a system of record by selectively generating record objects for the system of record according to information generated by parsing the electronic activities according to specific matching rules and/or filtering rules. By selectively generating the record objects in the specific manners described herein, the systems and methods can provide for better determinations about whether to generate new record objects that match the information generated by parsing the electronic activities, or to update an existing record object.Type: GrantFiled: December 9, 2019Date of Patent: October 4, 2022Assignee: People.ai, Inc.Inventors: Jose Alberto Muniz Navarro, Vardhman Jain, Andrey Akselrod, Heorhiy Kozlov, Rajit Kurien Joseph, Oleg Rogynskyy
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Systems and methods for determining a completion score of a record object from electronic activities
Patent number: 11463545Abstract: The present disclosure relates to a method for determining a completion score for a record object based on electronic activities. The method includes accessing record objects, each of which corresponds to a record object type and includes object fields having object field-values. The method includes selecting one of the record objects. The method includes identifying electronic activities transmitted or received associated with the record object. Each of the electronic activities has a timestamp indicating a receipt time or transmission time of the respective electronic activity. The method includes determining a participant of each of the electronic activities. The method includes determining a completion score indicating a likelihood of completing an event associated with the record object based on the timestamp of each of the electronic activities and the participant of each of the electronic activities. The method includes storing an association between the record object and the completion score.Type: GrantFiled: December 2, 2019Date of Patent: October 4, 2022Assignee: People.ai, Inc.Inventors: Oleg Rogynskyy, Yury Markovsky, Eric Jeske, Tetiana Lutsaievska, Hang Li -
Patent number: 11457084Abstract: The present disclosure relates to systems and methods for filtering electronic activities. Exemplary implementations may include ingesting a first electronic activity; identifying an associated entity; and selecting a first filtering model based on the entity, the first filtering model trained to indicate whether to restrict further processing of ingested electronic activities.Type: GrantFiled: June 8, 2020Date of Patent: September 27, 2022Assignee: People.ai, Inc.Inventors: Oleg Rogynskyy, Yury Markovsky, Tetiana Lutsaievska, John Wulf
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Patent number: 11451638Abstract: The system described herein can automatically match, link, or otherwise associate electronic activities with one or more record objects. For an electronic activity that is eligible or qualifies to be matched with one or more record objects, the system can identify one or more set of rules or rule sets. Using the rule sets, the system can identify candidate record objects. The system can then rank the identified candidate record objects to select one or more record objects with which to associate the electronic activity. The system can then store an association between the electronic activity and the selected one or more record objects.Type: GrantFiled: February 17, 2020Date of Patent: September 20, 2022Assignee: People. ai, Inc.Inventor: Oleg Rogynskyy
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Patent number: 11418626Abstract: The present disclosure relates to maintaining extracted data in a group node profile from electronic activities. A group node profile associated with a group entity is maintained. A first data point including an electronic activity or a record object is accessed. The first data point is parsed using a value detection policy to obtain a first value. The group node profile is updated based on the first value. An association score between the group node profile and the first value is generated. A second data point is accessed. The second data point is parsed. The association score between the group node profile and the first value is updated.Type: GrantFiled: May 21, 2019Date of Patent: August 16, 2022Assignee: People.ai, Inc.Inventors: Oleg Rogynskyy, Yury Markovsky, Yurii Brunets, Jose Alberto Muniz Navarro
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Patent number: 11394791Abstract: The present disclosure is related to systems and methods of merging tenant shadow systems of record into a master system of record. First tenant record objects of a first tenant system of record can be accessed. A master record object for a master system of record can be generated using the corresponding first tenant record object. A second tenant record object of a second tenant system of record can be accessed. Whether the second tenant record object is to be merged into the corresponding master record object can be determined. When determined to merge, the second tenant record object can be merged into the corresponding master record object. When determined to not merge, a new master record can be generated.Type: GrantFiled: December 2, 2019Date of Patent: July 19, 2022Assignee: People.ai, Inc.Inventors: Oleg Rogynskyy, Vardhman Jain, Rajit Kurien Joseph, Jose Alberto Muniz Navarro
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Publication number: 20220217215Abstract: The present disclosure relates to systems and methods for determining an engagement profile of a participant by associating electronic activities to a profile. It may generate the engagement profile based on analysis of the electronic activity level. An example implementation may contain the following steps. The system may access for a first record object a plurality of electronic activities linked with the first record object. The system may identify for a participant from the plurality of electronic activities a set of electronic activities including the participant. The system may determine an engagement profile of the participant based on a first number of electronic activities of the set of electronic activities sent by the participant, a second number of the set of electronic activities received by the participant and a temporal distribution of the set of electronic activities. The system may store the engagement profile in one or more data structures.Type: ApplicationFiled: March 21, 2022Publication date: July 7, 2022Applicant: People.ai, Inc.Inventors: Oleg Rogynskyy, Dylan Halladay, Stefan Hermanek, Yurii Brunets
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Publication number: 20220201089Abstract: The present disclosure relates to restricting generation and delivery of insights to data source providers. Electronic activities and record objects may be accessed. Each record object may correspond to a record object type and have one or more object field-value pairs. Node profiles may be maintained. Updates to a node graph or corresponding to a record object may be detected. A number of data source providers having respective electronic activities or record objects from which the update to the node graph or corresponding to the record object can be determined. Provisioning of a content item to a second data source provider may be restricted.Type: ApplicationFiled: March 14, 2022Publication date: June 23, 2022Applicant: People.ai, Inc.Inventors: Oleg Rogynskyy, David Flink, Kavita Shah, Wei Hai
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Publication number: 20220191298Abstract: The present disclosure relates to methods, systems, and storage media for updating confidence scores of labels based on subsequent electronic activities. Exemplary embodiments may maintain a plurality of node profiles corresponding to a plurality of unique entities; access a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers; identify a first electronic activity to process; assign a tag to the first electronic activity based on the data included in the electronic activity; determine a confidence score of the tag based on the data included in the first electronic activity; identify a second electronic activity to process; and update the confidence score of the tag assigned to the first electronic activity responsive to parsing the second electronic activity.Type: ApplicationFiled: February 28, 2022Publication date: June 16, 2022Applicant: People.ai, Inc.Inventors: John Wulf, Sathya Hariesh Prakash, Vardhman Jain, Stefan Hermanek, Wei Hai, Oleg Rogynskyy
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Patent number: 11363121Abstract: Methods, systems, and computer-readable storage mediums for standardizing node field-value pairs of node profiles generated using electronic activities across multiple entities are described. In one aspect, the system can access, for a node profile of an entity, data points linked to the node profile. The system may determine a seniority value and a department value using the data points. The system may generate a normalized job title value by combining the seniority value and the department value using a title formatting policy specifying a format in which to combine to the seniority value and the department value. The normalized job title value may identify the seniority and department of entity. The system may store an association between the node profile and the normalized job title value in one or more data structures.Type: GrantFiled: May 21, 2019Date of Patent: June 14, 2022Assignee: People.ai, Inc.Inventors: Oleg Rogynskyy, Eric Jeske, Tetiana Lutsaievska, Hang Li, Yury Markovsky
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Patent number: 11343337Abstract: The present disclosure relates to a method for determining node metrics based on node field-value pairs and electronic activities. The method includes identifying a first node profile. The method includes identifying a plurality of electronic activities associated with the first node profile. The method includes identifying a first group of node profiles of a first category with a predetermined event. The method includes selecting a second group of node profiles. The method includes parsing the plurality of electronic activities to identify creation timestamps and participant characteristics of the electronic activities. The method includes generating an input array based on the timestamps and the participant characteristics. The method includes generating, for each of the second group of node profiles, a respective array. The method includes determining a probability score indicating a likelihood that the node profile belongs to the first category.Type: GrantFiled: May 22, 2019Date of Patent: May 24, 2022Assignee: People.ai, Inc.Inventors: Oleg Rogynskyy, Yury Markovsky, Kyle Gerbe, Eric Jeske, Nicholas Dingwall
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Publication number: 20220138775Abstract: Methods, systems, and storage media for computing engagement scores for record objects are disclosed. Exemplary implementations may: access data of a record object; identify a plurality of electronic activities linked with the record object; determining a field-value pair of the record object corresponding to a first time instance; determining a length of time between the first time instance and a second time instance; determining a first count of electronic activities included in the plurality of electronic activities generated between the first time instance and the second time instance; determining a second count based on the plurality of electronic activities generated between the first time instance and the second time instance; computing an engagement score for the record object based on the first count, the second count, and the length of time; and storing, in one or more data structures, an association between the engagement score and the record object.Type: ApplicationFiled: November 4, 2021Publication date: May 5, 2022Applicant: People.ai, Inc.Inventors: Chaitanya Mamdur, Sihan Zhang, Dan Zhang
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Publication number: 20220138210Abstract: The present disclosure relates to selection of a first record object for association with second record objects based on connection profiles. Member entities of a second group entity that are associated with second record objects associated with processes may be identified. A second record object having a first object field-value pair identifying the second group entity may be identified. A first member entity having a respective connection score exceeding a threshold may be selected. A notification comprising an identification of the selected first member entity may be transmitted to an electronic account of a node profile.Type: ApplicationFiled: November 4, 2021Publication date: May 5, 2022Applicant: People.ai, Inc.Inventors: Oleksiy Oryeshko, Wei Hai, Hang Li, Cathy Xi