People.ai has been granted a patent for a method that restricts electronic activities from being linked with record objects. The technology involves accessing electronic activities and record objects, determining data sources, and applying rule-based restrictions to prevent linking. GlobalData’s report on People.ai gives a 360-degree view of the company including its patenting strategy. Buy the report here.
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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 March 2024 was 67%. Grant share is based on the ratio of number of grants to total number of patents.
Restricting electronic activities from being linked with record objects
A recently granted patent (Publication Number: US11949751B2) outlines a method and system for managing electronic activities within a customer relationship management (CRM) system. The method involves accessing electronic activities from various data source providers, generating local systems of record corresponding to CRM systems of record, and matching electronic activities to local record objects based on data obtained from CRM record objects. The system identifies electronic activities, determines the data source provider, and applies rule-based restriction policies to prevent linking electronic activities with local record objects based on keywords, regular expressions, or logic-based rules. Additionally, the system can restrict activities based on participant types, group types, or tags assigned to the activities.
Furthermore, the system includes a machine learning model to determine if electronic activities should be restricted from linking with local record objects based on specific features that meet a correlation threshold. The model can be trained using a sample dataset of restricted and allowed activities. In cases where an activity is initially restricted but later deemed suitable for linking, the system can update the machine learning model based on this feedback. This innovative approach to managing electronic activities within a CRM system showcases the integration of rule-based restrictions and machine learning algorithms to enhance data organization and efficiency in handling electronic interactions.
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