US 12,066,978 B2
Systems and methods for matching record objects to electronic activities using indexing
Sergey Surkov, Foster City, CA (US); Mykola Pavlov, Kharkov (UA); and Andrii Kvachov, Kiev (UA)
Assigned to People.ai, Inc.
Filed by People.ai, Inc., Redwood City, CA (US)
Filed on Dec. 30, 2022, as Appl. No. 18/091,999.
Prior Publication US 2024/0220452 A1, Jul. 4, 2024
Int. Cl. G06F 16/13 (2019.01); G06F 16/14 (2019.01)
CPC G06F 16/148 (2019.01) [G06F 16/13 (2019.01)] 16 Claims
OG exemplary drawing
 
1. A system comprising:
one or more processors coupled to memory, the one or more processors configured to:
generate, for each record object of a plurality of record objects of a system of record, an index file corresponding to data included in the record object, each record object of the plurality of record objects corresponding to a record object type and comprising one or more object fields having one or more object field values;
access an electronic activity;
generate a search query responsive to extracting data from the electronic activity;
generate, for each record object of one or more of the plurality of record objects, a match score based on a match between the search query and the index file corresponding to the record object;
store, in one or more data structures, an association between the electronic activity and a first record object having a highest match score of the one or more record objects; and
transmit instructions to link the electronic activity to the first record object in the system of record, wherein each record object of the plurality of record objects corresponds to an account type or an opportunity type, and wherein the one or more processors are configured to generate the index file for the record object by:
determining whether the record object is an account record object or an opportunity record object;
extracting the data from the record object;
aggregating the extracted data into an index file; and
labeling the index file with an indication according to the determining of whether the record object is an account record object or an opportunity record object.