People.ai has filed a patent for methods, systems, and storage media that generate new record objects based on electronic activities. The patent describes accessing electronic activities and record objects, parsing the activities, determining matches with record objects, generating new record objects based on participants, and storing associations between the new record objects and the activities. GlobalData’s report on People.ai gives a 360-degree view of the company including its patenting strategy. Buy the report here.

According to GlobalData’s company profile on People.ai, quantum machine learning was a key innovation area identified from patents. People.ai's grant share as of September 2023 was 61%. Grant share is based on the ratio of number of grants to total number of patents.

Generating new record objects based on electronic activities

Source: United States Patent and Trademark Office (USPTO). Credit: People.ai Inc

A recently filed patent (Publication Number: US20230281168A1) describes a method and system for matching electronic activities to record objects. The method involves accessing electronic activities from various data source providers and record objects from systems of record. The electronic activities are parsed, and activity field-value pairs are generated. The system then identifies the system of record corresponding to the data source provider and determines candidate record objects to match the electronic activity. A match score is calculated for each candidate record object, and if the score is below a threshold, a new record object is generated based on the participants of the electronic activity. An association between the new record object and the electronic activity is stored in a data structure.

The method also includes additional steps such as selecting a candidate record object based on the match score and object type, adding a reference to the new record object in the selected candidate record object, generating a shadow record object in a shadow system of record, and providing notifications for updating the system of record. The method further involves assigning tags to electronic activities based on character strings, generating new record objects based on the assigned tags, identifying activity field-value pairs of recipients, and generating new record objects when no match is found according to a matching policy.

The system described in the patent includes one or more hardware processors configured with machine-readable instructions to perform the method. The system accesses electronic activities and record objects, parses the activities, generates activity field-value pairs, identifies the system of record, calculates match scores, generates new record objects, and stores associations between the new record objects and electronic activities.

Overall, this patent presents a method and system for efficiently matching electronic activities to record objects, allowing for better organization and management of data. The method includes various steps and features to ensure accurate matching and generation of new record objects based on the electronic activities. The system described in the patent utilizes hardware processors and machine-readable instructions to perform the method.

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GlobalData Patent Analytics tracks bibliographic data, legal events data, point in time patent ownerships, and backward and forward citations from global patenting offices. Textual analysis and official patent classifications are used to group patents into key thematic areas and link them to specific companies across the world’s largest industries.