Centralized single professional identity management for multi-channel corporate communication
Patent Information
- Application Number
- EP2024837109
- Authority / Receiving Office
- EP · EP
- Patent Type
- Applications
- Current Assignee / Owner
- Priority Date
- 2023-10-30
- Filing Date
- 2024-10-30
- Publication Date
- 2026-09-09
AI Technical Summary
Organizations face challenges in reliably capturing communications across multiple communication channels due to different profiles and devices associated with these channels, leading to difficulties in compliance, analysis, and data management.
The implementation of a centralized Single Professional Identity (SPI) management system, where a unique identifier such as a phone number is associated with a user's employee profile, connecting various communication channels across different platforms and managing communications according to access control requirements.
This solution enables more reliable capture and management of communications, improving policy compliance, analysis accuracy, and data handling efficiency, while reducing the complexity and power consumption associated with traditional methods.
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Figure IB2024060729_08052025_PF_FP_ABST
Abstract
Description
CENTRALIZED SINGLE PROFESSIONAL IDENTITY MANAGEMENT FOR MULTI-CHANNEL CORPORATE COMMUNICATIONCROSS-REFERENCE TO RELATED APPLICATIONS
[0001] This application claims the benefit of U.S. Provisional Application No. 63 / 594,162, filed on October 30, 2023, the entire disclosure of which is herein incorporated by reference for all purposes.TECHNICAL FIELD
[0002] This disclosure generally relates to communications management for an organization.BACKGROUND
[0003] Organizations such as business enterprises use different communication channels to interact, for example, with their clients. It may be useful to capture communications on these channels. For example, the communications may be captured to comply with the organization’s data recording policies. As another example, the captured communications may be used for analyzing the clients and based on the analysis, determining recommendations to employees for interacting with them in the future. Therefore, it may be advantageous to reliably capture the communications for better policy compliance, more accurate analyses, and higher quality recommendations. However, with increase of available communication channels such as voice, SMS, iMessage, WhatsApp, WeChat, Signal, Line, Telegram, it is becoming more difficult to reliably capture the communications. For example, it may be difficult for an organization to capture an employee’s communications on different communication channels due to different profiles and devices associated with the channels. Thus, it is desirable to capture communications more reliably on different communication channels.SUMMARY
[0004] Described herein are exemplary devices, apparatuses, systems, methods, and non- transitory storage media for managing communications associated with a user of an organization. In some embodiments, an identifier such as a phone number is associated with the user’s employee profile. This identifier may be the user’s Single Professional Identity(SPI). Communication channels on different communication platforms (e.g., different messaging applications, voice, SMS) are connected using the identifier. For example, the communication channels are linked to the identifier. In addition, the identifier is associated with the user’s access control requirements, such data access and handling policies associated with the user’s employee profile. Communications received via the communication channels may be managed according to the user’s access control requirements. For example, the communications are captured for compliance of the organization’s data access and handling policies (e.g., recording communications with external parties, for future auditing).
[0005] Embodiments of the present disclosure provide numerous technical advantages. For example, the disclosed systems and methods allow communications on different communication channels to be captured more reliably. Because the communications are captured more reliably, more communications may be captured for better policy compliance, or used for analysis, yielding more accurate results. In contrast, communications may be missed without using the disclosed systems or performing the disclosed methods. As another example, the disclosed systems and methods centralize the user’s identity, which allows management of the user’s communications to be more organized. Because the user’s identity is centralized, contact information related to the user’s communications channels can be retrieved at once, allowing a client or a business partner to reach the user more easily (e.g., employee). The disclosed systems and methods eliminate a need for more complicated and less reliable implementations, such as utilizing a separate system or a human, to capture the communications or centralize a user’s identity. As a result, data is more efficiently received and handled to generate more accurate results in a faster and less complex manner while consuming less power.
[0006] In some embodiments, a method for managing communications associated with a user of an organization comprises associating an identifier with an employee profile of the user of the organization, connecting, via the identifier, a plurality of communication channels on a plurality of communication platforms, associating access control requirements with the identifier based on the employee profile, and managing a plurality of communications received via the plurality of communication channels on the plurality of communication platforms in accordance with the access control requirements associated with the identifier.
[0007] In some embodiments, the identifier comprises a phone number.
[0008] In some embodiments, the identifier is generated via activating a sim card associated with the identifier.
[0009] In some embodiments, the method further comprises constructing a plurality of data structures for the plurality of communications.
[0010] In some embodiments, the method further comprises storing the plurality of data structures in association with the identifier.
[0011] In some embodiments, the method further comprises retrieving the plurality of data structures according to the identifier.
[0012] In some embodiments, the plurality of communication channels is generated via a first device, and the plurality of data structures is retrieved by a second device.
[0013] In some embodiments, the plurality of data structures comprises embeddings associated with the user.
[0014] In some embodiments, the method further comprises providing the plurality of data structures to a machine-learning model.
[0015] In some embodiments, the plurality of data structures is provided to the machinelearning model in accordance with second access control requirements of the organization.
[0016] In some embodiments, the method further comprises storing the plurality of data structures in association with a second identifier. The second identifier is associate with an employe profile of a second user.
[0017] In some embodiments, the plurality of communication channels is created by creating a user account on each of the plurality of communication platforms using the identifier.
[0018] In some embodiments, the method further comprises receiving a request from the user for data, determining, based on the identifier, whether the access control requirements permit the user to receive the data, in accordance with a determination that the access control requirements permit the user to receive the data, providing the requested data to the user, and in accordance with a determination that the access control requirements do not permit the user to receive the data, forgoing providing the requested data to the user.
[0019] In some embodiments, the method further comprises associating the identifier with an employee profile of a second user of the organization.
[0020] In some embodiments, the method further comprises disassociating the identifier from the employe profile of the user of the organization.
[0021] In some embodiments, the plurality of communications comprises audio communications, video communications, text communications, or any combination thereof.
[0022] In some embodiments, the managing the plurality of communications comprises receiving the plurality of communications via respective devices associated with each of the communication platforms.
[0023] In some embodiments, the communication platforms comprise one or more communication platforms internal to the organization and one or more communication platforms external to the organization.
[0024] In some embodiments, the identifier comprises an email address of the user, a username of the user, or any combination thereof.
[0025] In some embodiments, the method further comprises receiving a request to identify accounts of the user on the plurality of communication platforms, and determining, based on the identifier, the accounts of the user on the plurality of communication platforms.
[0026] In some embodiments, the plurality of communications is managed via a user interface.
[0027] In some embodiments, the identifier is one of a plurality of identifiers, each of the plurality of identifiers is associated with a respective plurality of communication channels, and the method further comprises displaying, on the user interface, the plurality of identifiers and the respective pluralities of communications.
[0028] In some embodiments, the plurality of communications channel is created via the user interface.
[0029] In some embodiments, the identifier is generated via the user interface.
[0030] In some embodiments, a system comprises one or more processors configured to perform any of the above methods.
[0031] In some embodiments, a non-transitory computer-readable medium stores one or more instructions, which, when executed by one or more processors of a system, cause the system to perform any of the above methods.
[0032] Although examples of the disclosure are described with respect to an organization and its employees, it should be appreciated that the described systems and methods may be used for managing communications associated with other kinds of organizations and groups.
[0033] The embodiments disclosed are only examples, and the scope of this disclosure is not limited to them. Particular embodiments may include all, some, or none of the components, elements, features, functions, operations, or steps of the embodiments disclosed above. Embodiments according to the invention are in particular disclosed in the attached claims directed to a method, a storage medium, a system, and a computer program product, wherein any feature mentioned in one claim category, e.g., method, can be claimed in anotherclaim category, e.g., system, as well. The dependencies or references back in the attached claims are chosen for formal reasons only. However, any subject matter resulting from a deliberate reference back to any previous claims (in particular multiple dependencies) can be claimed as well, so that any combination of claims and the features thereof are disclosed and can be claimed regardless of the dependencies chosen in the attached claims. The subjectmatter which can be claimed comprises not only the combinations of features as set out in the attached claims but also any other combination of features in the claims, wherein each feature mentioned in the claims can be combined with any other feature or combination of other features in the claims. Furthermore, any of the embodiments and features described or depicted herein can be claimed in a separate claim and / or in any combination with any embodiment or feature described or depicted herein or with any of the features of the attached claims.BRIEF DESCRIPTION OF THE DRAWINGS
[0034] Figure 1 illustrates an exemplary architecture of a system for managing communications, in accordance with some embodiments.
[0035] Figure 2 illustrates an exemplary architecture of a system for managing communications, in accordance with some embodiments.
[0036] Figure 3 illustrates an exemplary architecture of a system for managing communications, in accordance with some embodiments.
[0037] Figure 4 illustrates an exemplary method for managing communications, in accordance with some embodiments.
[0038] Figures 5-11 illustrate exemplary user interfaces, in accordance with some embodiments.
[0039] Figure 12 illustrates an exemplary system, in accordance with some embodiments.DETAILED DESCRIPTION
[0040] In the following description of embodiments, reference is made to the accompanying drawings which form a part hereof, and in which it is shown by way of illustration specific embodiments which can be practiced. It is to be understood that other embodiments can be used, and structural changes can be made without departing from the scope of the disclosed embodiments.
[0041] Described herein are exemplary devices, apparatuses, systems, methods, and non- transitory storage media for managing communications associated with a user of anorganization. In some embodiments, an identifier such as a phone number is associated with the user’s employee profile. This identifier may be the user’s SPI. Communication channels on different communication platforms (e.g., different messaging applications, voice, SMS) are connected using the identifier. For example, the communication channels are linked to the identifier. In addition, the identifier is associated with the user’s access control requirements, such data access and handling policies associated with the user’s employee profile. Communications received via the communication channels may be managed according to the user’s access control requirements. For example, the communications are captured for compliance of the organization’s data access and handling policies (e.g., recording communications with external parties, for future auditing).
[0042] As a more specific example, an employee joins the organization and the employee is assigned a unique SPI, which may comprise a phone number. The phone number may be created via a SIM card or an eSIM associated with the organization or the individual. A plurality of communication channels is created based on this assigned SPI. For example, accounts on different communication platforms are created using the phone number. The communication channels are linked to this SPI.
[0043] The SPI is used to manage communications for this employee. For example, the employee’s communications with another employee via internal communication channels, such as Slack and Microsoft Teams, would be captured and associated with the unique SPI. As another example, the employee’s communications with a client via external communication channels, such as WhatsApp and WeChat, would be captured and associated with the unique SPI.
[0044] The communications are also managed according to the access control requirements associated with the SPI. Based on the employee’s profile, the employee’s access control requirements are associated with the SPI. For example, when the employee wishes to share certain information in the communications, the access control requirements associated with the SPI are reviewed to determine whether the employee has rights to share the information.
[0045] If the employee transfers to a different role or leaves the organization, the SPI may be reassigned. Because the SPI centralizes information (e.g., captured communications, access control requirements) associated with the departing employee, the information would be better retained for a replacement employee.
[0046] Embodiments of the present disclosure provide numerous technical advantages. For example, the disclosed systems and methods allow communications on differentcommunication channels to be captured more reliably. Because the communications are captured more reliably, more communications may be captured for better policy compliance, or used for analysis, yielding more accurate results. In contrast, communications may be missed without using the disclosed systems or performing the disclosed methods. As another example, the disclosed systems and methods centralize the user’s identity, which allows management of the user’s communications to be more organized. Because the user’s identity is centralized, contact information related to the user’s communications channels can be retrieved at once, allowing a client or business partner to reach the user more easily (e.g., employee). As another advantage, the centralization of the user’s associated data via the identifier reduces a need to organize the storage for the data, since the data may be retrieved via the identifier. The centralization would also allow an organization more flexibility in storing the data because it would allow easier integration with the organization’s systems (e.g., for regulatory purposes).
[0047] The disclosed systems and methods eliminate a need for more complicated and less reliable implementations, such as utilizing a separate system or a human, to capture the communications or centralize a user’s identity. As a result, data is more efficiently received and handled to generate more accurate results in a faster and less complex manner while consuming less power.
[0048] In some embodiments, the disclosed systems and performing the disclosed methods enable a communication platform that ensures connectivity to different communication providers, while abstracting and unifying the channels around the identifier (e.g., a company employee persona) and assigning the SPI. This would ensure proper representation of the persona on communication channels associated with the user.
[0049] Advantageously, the disclosed systems excel in the centralized assignment and management of professional identifiers, laying the groundwork for seamless and technically enabled communications, for example, between company employees and external stakeholders, such as clients and business partners.
[0050] The specialized professional identity serves as a universal identifier for a diverse array of communications. Systems performing the disclosed methods have the technical capability to enable and sustain communication across multiple channels, including but not limited to text messaging, voice calls, WhatsApp, iMessage, and any other medium that leverages the identifier as an identification marker.
[0051] As another exemplary advantage, this feature not only ensures adaptability to preferred communication methods of external entities but also guarantees compliance withthe company's communication policies, underpinned by enterprise-grade controls. The described features enable interaction among different personas, such as user-to-client or user- to-user, while preserving the consistency of the professional identity across the communication channels.
[0052] Furthermore, the system affords the organization the flexibility to reassign this professional identity to other employees as organizational needs change or operational needs (e.g., employee turnover, employee transfers), thus maintaining the continuity and integrity of professional relationships that are anchored to the organization.
[0053] Although examples of the disclosure are described with respect to an organization and its employees, it should be appreciated that the described systems and methods may be used for managing communications associated with other kinds of organizations and groups. Additional examples of the disclosed systems and methods are now described in more detail.
[0054] Figure 1 depicts an exemplary communication system according to embodiments of the present disclosure. User A 22 and user B 24 have accounts on a first messaging network 20. Associated with the first messaging network is a file server 26 on which files accessible to users of that network are stored. It would be appreciated that the same messaging client may be used by users A and B but may be operable on various types of terminal devices, including portable electronic devices or laptops or desktop computers. These devices would provide software applications which enable users to log in to their specific accounts on that messaging network and communicate messages to, from and between other users on the same messaging network as is known in the art. For the embodiment depicted, this messaging network 20 could be WhatsApp, although it would be appreciated that this is an arbitrary designation.
[0055] Referring to the second messaging network 30, user E 32, user F 34 and user G 35 each have unique messaging accounts on this messaging network which are accessible via applications operating on terminal devices such as portable electronic devices, laptops or desktop computer systems. Similarly, as with the first messaging network 20, a messaging file server 36 is associated with the second messaging network, providing the facility to store messages and files associated with or embedded with messages transmitted by, to and between users of messaging network 20. For the embodiment depicted, this messaging network could be WeChat, although it would be appreciated that this again merely an arbitrary designation.
[0056] Finally, user P 42, user Q 44 operate on messaging network 40 similarly operate their user accounts on messaging applications accessible on terminal devices which mayinclude portable electronic devices, laptops or desktops. As with the first and second messaging networks, messaging network 40 has an associated messaging network file server 46 by which files transmitted to and between members of that network may be stored.
[0057] It would be appreciated that the present disclosure provides a means and system by which messages from each of the first 20 messaging network, second messaging network 30 and N111messaging networks 40 may be communicated to internal users 140 of the messaging platform through the operation of the communication system 10 of the present disclosure. Client applications for one communication channel or messaging network may be operable on various electronic devices (e.g., WhatsApp on a smartphone, tablet and laptop computer) in existing systems.
[0058] The messages transmitted from the internal user 140 to the various users (22, 24, 32, 34, 35, 42, 44) of the messaging platforms as well as the messages received from the users of the various messaging platforms may include pre-pended or appended user account details which are automatically sent and stripped and / or processed by the respective messaging networks prior to dissemination on the central messaging platform.
[0059] The multi-channel communication method and system of the present disclosure is facilitated by the central messaging platform 50 which includes a first integration module 60 for integration between the first messaging network 20 and the central messaging module 100. Similarly, a second network integration module 70 provides an interface between the second messaging network 30 and the central messaging module 100. Finally, anN111integration module 80 is depicted for providing integration between the central messaging module 100 and the N111messaging network 40.
[0060] Additionally, and including an exemplary schema as depicted below in Table 1, binding databases 66 for the first messaging network, 76 for the second messaging network, and 86 for the N111messaging network are associated with the various integration modules. These binding databases store an association between the messaging network account identifier of the various user accounts on the various user messaging network with a user ID on the central messaging platform which is created as discussed in more detail below.Table 1: Binding Databases
[0061] It would be appreciated that the term “database” refers to the function performed by the respective binding databases 66, 76 and 86 rather than the physical manifestation thereof. As such, the “database” may refer to a logical database defining the logical structure and relationship between the above associations and may be stored across various pieces of hardware including one or more service. Alternatively, the term “database” may also refer to storage of database in an unstructured form, in one or more physical pieces of hardware such as one or more service. It would be appreciated that the various integration modules 60, 70, 80 include a database management system for facilitating the corresponding database analyzing and obtaining results obtained. This database management system may be part of the integration module or may be executed on dedicated hardware without departing from the scope of the present disclosure.
[0062] Each of the respective integration module 60, 70, 80 have interfaces 64, 74, 84 which translate commands to / from the central messaging platform and the messaging network with which they are in communication. It would be appreciated that these interfaces may be communicatively coupled to the messaging network across links 63, 73, 83 via standard wired or wireless network communications. It would be appreciated that these interfaces 64, 74, 84 are implementations of the API exposed by the messaging networks for the specific networks. For example, the interface 64 could be configured to provide commands and appropriate variables to the WhatsApp API or SDKs, whereas interface 74 issues commands and variables in a format compliant with the WeChat API etc.
[0063] Similarly, the various integration modules 60, 70, 80 have corresponding interfaces 61, 71, 81 for interacting with an interface 101 of the central messaging module 100. It would be appreciated that the content of these interfaces is consistent across each of the various integration modules as represented by the common interfaces 61, 71, 81.
[0064] These interfaces to the integration modules are configured for sending and receiving messages to and from the central messaging module 100 via communication links 90a, 90b and 90c which may be wired or wireless communication links without departing from the scope of the present disclosure.
[0065] Messages may be passed through interface 101 of the central messaging module 100 and are the means by which standard messaging commands and contents are transmitted from the central messaging module 100 to the corresponding integration module. Also, in communication with the central messaging module 100 is a database of users 102 and a database of groups 104.
[0066] As with the binding databases 66, 76, and 86, the database of users and of groups refer to the association rather than the physical manifestation thereof. As such, the “database” may refer to a logical database defining the logical structure and relationship between the above associations and may be stored across various pieces of hardware including one or more service. Alternatively, the term “database” may also refer to storage of database in an unstructured form, in one or more physical pieces of hardware such as one or more service. It would be appreciated that the various database of users 102 and of groups 104 include a database management system for facilitating access to the corresponding database and analyzing results obtained. This database management system may be part of the integration module or may be executed on dedicated hardware without departing from the scope of the present disclosure.
[0067] It would be appreciated that the database of users contains an association between the user ID allocated upon establishment of that user ID in the central messaging platform and an indication as to what messaging platform this user account is associated with. For example, in the embodiment depicted, it would be appreciated that user ID CM001, CM003 are associated with Messaging Network 1 (and being ultimately resolvable by the binding database of Messaging Network 1 to user accounts A and B respectively as noted above in Table 1).Table 2: Central Database of Users
[0068] The above association between the user accounts and the respective messaging networks utilized could be stored in the user database 102.
[0069] In the database of groups, each of the respective users may be associated with a plurality of groups, for example, as shown in the following Table 3a, user CM001 may be associated with Group 1 and Group 2 represented by Gi and G2. (This user would ultimately be resolvable to User A of Messaging Network 1 by the binding database associated with Messaging Network 1).
[0070] User CM003 may be associated with Gi. User CM002 may be associated with G2, G5. User CM004 may be associated with GI, G2 and G3. User CM005 associated with G3, G4 and G5 and user CM006 associated with G3, G4. User CM007 associated with G5 and GI. It would be appreciated that these associations are essentially arbitrary and many other combinations would be possible without departing from the scope of the present disclosure. (Similar resolving of the central user account identification codes to accounts on the various messaging networks could also readily be appreciated).
[0071] The corresponding table sorted by users is shown below for each of the respective groups, as Table 3a, with group IDs in Table 3b. It would also be appreciated that this group membership could be dynamically changed and administered by the central messaging module 100. It would also be appreciated that the group IDs may be any identifying information, such as position titles, project or team names, company names, etc.Table 3 a:Table 3b:
[0072] Also in communication with the central messaging module 100 is a central file server 110. It would be appreciated that this central file server 110 may store the associated files transmitted during the conversations between the users (22, 24, 32, 34, 35, 42, 44) and internal users 140 facilitated by the messaging platform of the present disclosure.
[0073] The central messaging module 100 may also be communicatively coupled with a message server 120 on which the messages between the users (22, 24, 32, 34, 35, 42, 44) and internal users 140 on the platform may be stored as is discussed in more detail below. Finally, the central messaging module 100 may be communicatively coupled with an administration module 130 which in turn is coupled to an application programming interface server module 132 by which third party developers 142 may interact with those central messaging module 100. Similarly, the administration module 130 is in communication with an administration interface 134 by which an administrator 144 may look after administrative functions of the central messaging platform.
[0074] These administrative functions may include but are not limited to creation, addition, modification of user profiles on the central messaging module 100, management of the association of users for the integration modules to handle communication with messaging networks and management and administration of groups and administration of groups. The central messaging platform 50 may be used by an internal user 140 through an application using standard hardware such as a keyboard mouse, touchscreen etc. Additional examples of the components of Figure 1 are described below with respect to the other Figures.
[0075] Figure 2 illustrates an exemplary architecture 200 of a system for managing communications, in accordance with some embodiments. Architecture 200 shows an example of many communication channels centered around a user (e.g., an employee, a user described with respect to Figure 1), who uses a single identifier to communicate both internal and externally.
[0076] In some embodiments, the architecture 200 describes components for performing steps and implementing features described with respect to method 400. The component operations of architecture 200 may be performed by components described with respect to Figure 1 and system 1200. It should be appreciated that the components and interactions between components illustrated in and described with respect to Figure 2 are exemplary, and that the system for managing communications may include different components and interactions than illustrated and described.
[0077] The architecture 100 may center around the user 202. The user 202 may be a user described with respect to method 400 below and associated with an identifier. The user 202 may be a user described with respect to Figure 1. For example, the user 202 is an employee of an organization and has an employee profile. The identifier may be associated with the employee profile. In some embodiments, as illustrated, the identifier is an SPI. In some embodiments, the identifier is a phone number. Phone numbers advantageously allow the user’s communications to center around a user’s identifier because they are unique identifiers globally and may be used as the “main identity” for many different communication platforms including and not limited to SMS, iMessage, WhatsApp, and Signal. In some embodiments, the identifier comprises an email address of the user, a username of the user, or any combination thereof. As described in more detail herein, the identifier may be assigned to the user by the organization.
[0078] The user 202 may be associated with a plurality of communication channels on a plurality of communication platforms. More specifically, the plurality of communication channels on the plurality of communication platforms is connected via the user’s SPI. For example, as illustrated, the plurality of communication channels may include telco (telecommunications) channels 220, external communication channels 220, and internal communication channels 230 that are on different communication platforms. The plurality of communication channels is linked to the user 202 via the user’s identifier. In some embodiments, the plurality of communications channels is configured and operated according to communication system 10 of Figure 1.
[0079] In some embodiments, the plurality of communications comprises audio communications, video communications, text communications, or any combination thereof. More detailed examples of the communications are described herein.
[0080] In some embodiments, the plurality of communication channels is created by creating a user account on each of the plurality of communication platforms using the identifier. The creation of the plurality of communication channels is described in more detail herein.
[0081] Telco channels 210 may comprise communication channels associated with a telephone carrier. As illustrated, examples of telco channels 210 include channels on platforms such as public switched telephone network (PSTN) and SMS. It is appreciated that the telco channels 210 may include additional or other communication platforms than illustrated. For instance, the telco channels 210 may be determined by one or more clients 206, which may be one or more of the users 22-44 described with respect to Figure 1. For example, the one or more clients have the choice of using different telco platforms to communicate with user 202. In this example, the one or more clients use telephone and SMS to communicate with user 202. The telco channels 210 may also be determined by the user 202. For example, the telco channels may include channels on platforms that the user 202 use to communicate with the one or more clients 206.
[0082] External communication channels 220 may comprise communication channels external to the user’s organization. As illustrated, examples of external communication channels 220 include channels on platform such as WhatsApp, WeChat, iMessage, and Signal. It is appreciated that the external communication channels 220 may include additional or other communication platforms than illustrated. For instance, the external communication channels 220 may be determined by one or more clients 208, which may be one or more of the users 22-44 described with respect to Figure 1. For example, the one or more clients 208 have the choice of using different external communication platforms to communicate with user 202. In this example, the one more clients 208 use WhatsApp, WeChat, iMessage, and Signal to communicate with user 202. The external communication channels 220 may also be determined by the user 202. For example, the external communication channels may include channels on platforms that the user 202 use to communicate with the one or more clients 206.
[0083] Internal communication channels 230 may comprise communication channels internal to the user’s organization. As illustrated, examples of internal communication channels 230 include channels on platform such as carrier, native, Leap Work, MicrosoftTeams, and Slack. These platforms allow user 202 to internally communicate with other users of the organization. It is appreciated that the internal communication channels 230 may include additional or other communication platforms than illustrated. For instance, the internal communication channels 230 may be determined by one or more users 204 (e.g., other employees of the organization). For example, the one or more users 204 have the choice of using different internal communication platforms to communicate with user 202. In this example, the one more users 204 use carrier, native, Leap Work, Microsoft Teams, and Slack with user 202. The internal communication channels 230 may also be determined by the user 202. For example, the internal communication channels may include channels on platforms that the user 202 use to communicate with the one or more users 204.
[0084] The communications may be managed according to access control requirements. For example, as illustrated, the access control requirements comprise enterprise controls 240, which may comprise Single Sign-On (SSO), Rule Engine, Data Loss Prevention (DLP), Customer Relationship Management (CRM), Antivirus, Transcription, and Workflow. It is appreciated that the access control requirements may include additional or other requirements than illustrated. For example, the access control requirements may include one or more ethnical walls, which may be information barrier protocols within an organization designed to prevent exchange or access of information that could lead to conflicts of interest within an organization or between the organization and its clients. The organization may comprise different departments, and ethical walls are implemented within or between the different departments to enforce data sharing policies and access control requirements. An ethical wall implemented between two groups within the organization prevents sensitive information to be communicated between the two groups.
[0085] In some embodiments, each user has an employee profile, and the employee profile is associated with a set of access control requirements. For example, the employee profile indicates that the user 202 is in the wealth management group, and the employee profile is associated with the wealth management group’s access control requirements (e.g., security requirements for accessing wealth management group data, wealth management group client data handling policies, wealth management group content access control, wealth management group ethical walls). That is, in this example, the user would need to follow the wealth management group and the organization’s access control requirements.
[0086] The access control requirements may be associated with user 202’ s identifier, as illustrated, based on the user’s employee profile. Associating the identifier with the access control requirements would centralize all organization policies that the user needs to follow,reducing risk of non-compliance such as data leakage due to missed requirements. Using the wealth management example, the user 202’ s identifier would be associated with the wealth management group’s access control requirements because the user’s employee profile is associated with the wealth management group.
[0087] In some embodiments, the communications on the different communication channels (e.g., telco channels, external communication channels, internal communication channels) are captured for compliance of the organization’s data access and handling policies. Using the wealth management example, because the user 202’ s identifier is associated with the wealth management group’s access control requirements, communications on channels associated with the user’s 202’ s identifier (e.g., telco channels 210, external communication channels 220, internal communication channels 230) would be captured according to the wealth management group’s access control requirements. For example, communications on these channels that include client investment instructions would be captured according to the requirements.
[0088] In this example, the disclosed systems and methods advantageously improve compliance of the organization’s policies (e.g., keeping record of client’s investment instructions, recording communications with external parties, for future auditing) because the user’s communications on different communication channels are captured more reliably due to the centralization of the user’s identity and its association with the wealth management group access control policies. In contrast, without the identifier, some communications may be missed or erroneously captured, and it may be less efficient to gather the user’s access control requirements before deciding whether to capture communications.
[0089] Because the user’s identity is centralized, contact information related to the user’s communications channels can be retrieved at once, allowing a client or a business partner to reach the user more easily (e.g., employee). In some embodiments, the system receives a request to identify accounts of the user on the plurality of communication platforms. The system determines the accounts of the user on the plurality of communication platforms based on the identifier. For example, the system receives a request (e.g., via an application on the client’s device) to identify accounts of user 202 from a client who wishes to contact user 202. In response to receiving the request, the accounts of the user are determined based on the user’s identifier. After the accounts of the user are determined, the user account information is communicated to the client, providing the client different options for reaching the user 202. Through this operation, the identifier also advantageously allows the client tovalidate the user’s contact information, reducing the risk of fraud and eliminating outdated contact information.
[0090] In some embodiments, the user 202’ s rights to access and sharing of information is determined based on the association between the user’s identifier and the access control requirements. For example, the captured communications can be used to construct a plurality of data structures, such as embeddings that can be provided to machine-learning models for analysis on the communications. For example, the machine-learning model analyzes the communications, which include communications with a client, and provides a recommendation to the user for interacting with the client in the future. Because the data structure is constructed based on the user’s communications, the data structures may be associated with the identifier (e.g., the embeddings are associated with the user and comprise information about the user) and stored in association with the identifier (e.g., organized according to the identifier in a database).
[0091] When the user 202 initiates a machine-learning analysis (e.g., by providing an input indicating a request to perform an analysis, via determination that the user wishes to perform an analysis), the embeddings are provided to the machine-learning model according to the identifier and its associated access control requirements. Using the wealth management group example, the embeddings would be provided to the machine-learning model according to the wealth management group access control requirements because it is determined that the identifier is associated with the wealth management group. For example, the group’s access control requirements comprise an ethical wall between the client and another client. In accordance with the access control requirements, embeddings associated with the other client would not be provided for this analysis.
[0092] In some embodiments, the embeddings are provided further based on additional access control requirements, which may be access control requirements not associated with the user. Using the same example, some information about the client may be subjected to confidentiality requirements. The embeddings would be provided to machine-learning model further based on the confidentiality requirements. That is, embeddings associated with the client’s confidential information would not be provided to the machine-learning model.
[0093] In some embodiments, the communication channels are generated via a first device (e.g., the captured communications are from communications on the first device) and the data structures (e.g., embeddings) for the machine-learning model are retrieved by a second device (e.g., a device different from the first device that requests the machine-learning analysis).
[0094] The user 202 may receive information according to the identifier and its associated access control requirements. Using the wealth management example, the user 202 wishes to obtain information about a client. However, the client is also a customer of another group, and there is an ethical wall between the wealth management group and this other group. In accordance with a determination that the identifier is associated with the wealth management group, the user 202’ s access would be determined based on the wealth management group’s access control requirements. The information about this client would be provide according to these requirements. For example, information about the client’s business with the other group would not be provided to the user due to the user’s identifier’s association with the wealth management group access control requirements.
[0095] The identifier may be transferred to another user. For example, clients of the first user may be transferred to a second user (e.g., due to employee transfer or turnover), and the second user may require information from previous communications with the client. This can be done by associating the identifier with an employee profile of a second user of the organization (e.g., a user different from user 202). In some embodiments, in accordance with a determination to transfer the identifier to a second user, the identifier is disassociated from the employee profile of the first user (e.g., user 202).
[0096] Advantageously, the identifier allows the flexibility to reassign the first user’s professional identity more efficiently to the second user as organizational needs change or operational needs (e.g., employee turnover, employee transfers), thus maintaining the continuity and integrity of professional relationships that are anchored to the organization. Without the identifier, communications associated with the first user may be lost during the transfer because the communications are not centralized.
[0097] Figure 3 illustrates an exemplary architecture 300 of a system for managing communications, in accordance with some embodiments. Architecture 300 shows an example of how communications on different communication channels are captured.
[0098] In some embodiments, the architecture 300 describes components for performing steps and implementing features described with respect to method 400. The component operations of architecture 300 may be performed by components described with respect to Figure 1 and system 1200. It should be appreciated that the components and interactions between components illustrated in and described with respect to Figure 3 are exemplary, and that the system for managing communications may include different components and interactions than illustrated and described.
[0099] As illustrated, the user 302 communications with client 304, which may be one or more of the users 22-44 described with respect to Figure 1. The user may be user 202 of Figure 2, and the client 304 may be one of clients 204 and / or clients 208 of Figure 2. The user 302 is associated with identifier 306. The identifier 306 may be the user’s SPI. In some embodiments, the identifier comprises a phone number. Phone numbers advantageously allow the user’s communications to center around a user’s identifier because they are unique identifiers globally and may be used as the “main identity” for many di fferent communication platforms including and not limited to SMS, iMessage, WhatsApp, and Signal. In some embodiments, the identifier comprises an email address of the user, a username of the user, or any combination thereof. As described in more detail herein, the identifier may be assigned to the user by the organization. In some embodiments, the user 302 is associated with more than one identifier for managing the user’s communications.
[0100] In some embodiments, the identifier is generated via activating a SIM card associated with the identifier. Examples of identifier generation are described in more detail herein.
[0101] In some embodiments, the mapping between the user 302 and identifier 306 is stored in database 310. When handling data associated with the user 302, the identifier 306 may be determined via an inquiry to the database 310 (or vice versa), and once the mapping to user 302 is determined, the employee’s associated data, such as the user’s communications on the different channel and access control requirements, would be handled according to the particular situation. The database 310 may store mappings of other identifiers and corresponding users of the organization (e.g., one or more users 204).
[0102] As illustrated, the identifier 306 is associated with communication channels 320A- 320N, which may comprise one or more communication channels described with respect to Figure 2 (e.g., telco channels, external communication channels, internal communication channels). Each of the channels 320A-320N may communicate with a corresponding devices 322A-322N. In some embodiments, the devices 322A-322N are configured to facilitate communications on the channels. For example, the devices 322A-322N comprise platform modules that ensure communication through the communication channels using APIs / SDKs or other methods. For instance, communications on the communication channels may be received as described with respect to Figure 1 (e.g., via links 63, 73, and 83, and interfaces 64, 74, and 84). It should be appreciated that one device may communicate with more than one channel for receiving communications.
[0103] As illustrated, the communications received by the devices 322A-322N are transmitted to database 330. The database 330 may be configured to store the communications on the different platforms (e.g., for compliance purposes, for future analysis). The communications may be stored in the database 330 and retrieved from the database 330 according to the identifier, as described herein.
[0104] Figure 4 illustrates an exemplary method 400 for managing communications, in accordance with some embodiments. In some embodiments, the steps of method 400 are performed by one or more components described with respect to Figures 1-3, and / or components of system 1200. It should be appreciated that steps described with respect to Figure 4 are exemplary. The method 400 may include fewer steps, additional steps, or different order of steps than described. Additional examples of method 400 are described with respect to Figures 1-3, and 5-11, and it is appreciated that the steps of method 400 leverage the features and advantages described with respect to these Figures.
[0105] In some embodiments, the method 400 comprises associating an identifier with an employee profile of the user of the organization (step 402). For example, upon an employee's onboarding or entry into the organization, a unique identifier is assigned to the employee by associating the identifier with the employee’s profile. This identifier may be the user’s SPI. This step can be performed manually or automatically.
[0106] Examples of the association of the identifier with the employee profile are described in more detail with respect to Figures 2, 3, and 5-11. For example, the identifier is associated with the employee profile via one or more user interfaces described with respect to Figures 5-11. In some embodiments, the association of the identifier with the employee profile comprises using Single Sign-On (SSO) or an employee onboarding platform. In some embodiments, the identifier is generated via a user interface. Examples for generating the identifier via a user interface are described with respect to Figures 5-11.
[0107] In some embodiments, the identifier comprises a phone number. For example, as described with respect to Figures 2, 3, and 5-11, the identifier may comprise a phone number. In some embodiments, the identifier comprises an email address of the user, a username of the user, or any combination thereof. For example, as described with respect to Figures 2, 3, and 5-11, the identifier may comprise an email address of the user, a username of the user, or any combination thereof.
[0108] In some embodiments, the identifier is generated via activating a SIM card associated with the identifier. For example, as described with respect to Figures 2, 3, and 5-11, the identifier may be generated via activating a SIM card, and the SIM card is associated with the identifier.
[0109] In some embodiments, the method 400 comprises connecting, via the identifier, a plurality of communication channels on a plurality of communication platforms (step 404). For example, communication channels on different communication platforms (e.g., different messaging applications, voice, SMS) are linked to the identifier. Components for connecting the plurality of communications channels on the plurality of communication platforms via the identifier are described in more detail with respect to Figures 2, 3, and 5-12. In some embodiments, the plurality of communications comprises audio communications, video communications, text communications, or any combination thereof.
[0110] In some embodiments, the communication platforms comprise one or more communication platforms internal to the organization and one or more communication platforms external to the organization. For example, as described with respect to Figures 2 and 3, the user 202 or user 302 is associated with internal communication channels on platforms internal to the organization and external communication channels on platforms external to the organization.
[0111] In some embodiments, the plurality of communication channels is created by creating a user account on each of the plurality of communication platforms using the identifier. For example, as described with respect to Figures 2, 3, 5-11, after an identifier is associated with a user, the identifier may be used to sign up for user accounts on the different communication platforms. After the user accounts are created, they may be linked to the user via the identifier.
[0112] In some embodiments, the plurality of communications channel is created via the user interface. Examples of communication channel creation are described with respect to Figures 5-11.
[0113] In some embodiments, the method 400 comprises associating access control requirements with the identifier based on the employee profile (step 406). For example, as described with respect to Figures 2 and 3, the employee has data access and handling policies associated with him or her, such as ethical walls that restricts how the employee shares or receives information. As described in more detail herein, associating the identifier with the access control requirements would centralize all organization policies that the user needs to follow, reducing risk of non-compliance such as data leakage due to missed requirements.
[0114] In some embodiments, the method 400 comprises managing a plurality of communications received via the plurality of communication channels on the plurality ofcommunication platforms in accordance with the access control requirements associated with the identifier (step 408). For example, the communications are captured for compliance of the organization’s data access and handling policies (e.g., recording communications with external parties, for future auditing). As another example, the communications are captured and provided for machine-learning analysis according to the data access and handling policies. Additional examples of communication management are described with respect to Figures 2, 3, and 5-11.
[0115] In some embodiments, the plurality of communications is managed via a user interface. Examples of user interfaces for managing the plurality of communications are described with respect to Figures 5-11.
[0116] In some embodiments, the identifier described with respect to method 400 is one of a plurality of identifiers. Each of the plurality of identifiers is associated with a respective plurality of communication channels, and the method 400 further comprises displaying, on the user interface, the plurality of identifiers and the respective pluralities of communications. For example, as described with respect to Figure 5, the user interface 500 comprises user interface objects corresponding to a plurality of identifiers, a plurality of communication channels, and respective plurality of communications.
[0117] In some embodiments, the managing the plurality of communications comprises receiving the plurality of communications via respective devices associated with each of the communication platforms. For example, as described with respect to Figures 1 and 3, communications are received via respective devices 322A-322N, and the received communications are stored in database 330.
[0118] In some embodiments, the method 400 further comprises constructing a plurality of data structures for the plurality of communications. For example, as described herein, the plurality of communications is used to construct embeddings for machine-learning analysis. In some embodiments, the plurality of data structures comprises embeddings associated with the user. For example, as described with respect to Figures 2 and 3, embeddings constructed from communications associated with the user (via the identifier) include information associated with the user (e.g., persona embeddings).
[0119] In some embodiments, the method 400 further comprises storing the plurality of data structures in association with the identifier. For example, as described with respect to Figures 2 and 3, embeddings constructed from communications associated with the user (via the identifier) are stored and organized according to the identifier, such that they can be more retrieved efficiently for machine-learning analysis.
[0120] In some embodiments, the method 400 further comprises retrieving the plurality of data structures according to the identifier. In some embodiments, the method 400 further comprises providing the plurality of data structures to a machine-learning model. For example, a user (e.g., user 202, user 302) requests a machine-learning analysis (e.g., via user input to a device, via automatic determination by the device) and embeddings associated with the user’s identifier (e.g., embeddings constructed based on communications associated with the user’s identifier) are retrieved and provided to a machine-learning model for the analysis.
[0121] In some embodiments, the plurality of data structures is provided to the machinelearning model in accordance with second access control requirements of the organization. For example, as described with respect to Figures 2 and 3, the embeddings are provided further based on additional access control requirements, which may be access control requirements not associated with the user. Using the wealth management group example above, some information about the client may be subjected to confidentiality requirements. The embeddings would be provided to machine-learning model further based on the confidentiality requirements. That is, embeddings associated with the client’s confidential information would not be provided to the machine-learning model.
[0122] In some embodiments, the plurality of communication channels is generated via a first device, and the plurality of data structures is retrieved by a second device. For example, the communication channels are created via an administrator or a supervisor’s device (e.g., as described herein) and a different device (e.g., a cloud computing device) retrieves the embeddings constructed based on communication on these channels and performs a machinelearning analysis based on these embeddings.
[0123] In some embodiments, the method 400 further comprises storing the plurality of data structures in association with a second identifier, and the second identifier is associate with an employe profile of a second user. For example, communications may involve more than one user (e.g., user 202, one or more users 204), so the communications may be associated with more than one identifier (e.g., user 202’s identifier, identifiers of the one or more users 204. For example, the user 202 and the one or more users 204 communicated internally. As another example, the user 202, the one or more users 204, and a client communicated together. Embeddings may be constructed based on these communications. The embeddings would be associated with the users involved in these communications and stored according to the identifiers.
[0124] In some embodiments, the method 400 further comprises receiving a request from the user for data, determining, based on the identifier, whether the access controlrequirements permit the user to receive the data, and in accordance with a determination that the access control requirements permit the user to receive the data, providing the requested data to the user. For example, the user 202 or user 302 may request data, such as information about a client, and a determination is made on whether the user may receive the data based on the user’s identifier. That is, in response to the request for data, the user’s access control requirements are determined based on the identifier. In accordance with a determination that these access control requirements permit this request, then the requested data would be provided to the user.
[0125] In some embodiments, in accordance with a determination that the access control requirements do not permit the user to receive the data, forgoing providing the requested data to the user. Using the above example, in accordance with a determination that access control requirements associated with the identifier do not permit this request, then the requested data would not be provided to the user.
[0126] In some embodiments, the method 400 further comprises associating the identifier with an employee profile of a second user of the organization. For example, as described with respect to Figures 2 and 3, the identifier associated with the first user is associated with a second user in response to the first user departing from his or her role. In some embodiments, the method 400 further comprises disassociating the identifier from the employe profile of the user of the organization. For example, as described with respect to Figures 2 and 3, the identifier is disassociated from the first user in response to the first user departing from his or her role.
[0127] In some embodiments, the method 400 further comprises receiving a request to identify accounts of the user on the plurality of communication platforms, and determining, based on the identifier, the accounts of the user on the plurality of communication platforms. For example, as described with respect to Figures 2 and 3, the system receives a request (e.g., via an application on the client’s device) to identify accounts of user 202 from a client who wishes to contact user 202. In response to receiving the request, the accounts of the user are determined based on the user’s identifier. After the accounts of the user are determined, the user account information is communicated to the client, providing the client different options for reaching the user 202.
[0128] In some embodiments, the plurality of communications is managed via a user interface. Figures 5-11 illustrate exemplary user interfaces, in accordance with some embodiments. It should be appreciated that the user interfaces are exemplary, and thatdifferent configurations of user interfaces, user interface objects, and interactions may be used to manage the plurality of communications.
[0129] As illustrated, Figure 5 comprises user interface 500, which includes user interface objects corresponding to a plurality of identifiers 502, a plurality of corresponding users 504, respective associated communication channels 506, and other associated information. The user interface 500 may be part of an application for managing user communications in an organization. The user interface 500 may be presented to an administrator of an organization or a supervisor who is responsible for handling the associations between identifiers, users, communication channels, and access control requirements.
[0130] For example, one of the identifiers 502 may be identifier 306 and the corresponding user of users 504 may be user 302, and the associated communication channel of channels 506 (e.g., communication channel user interface objects 508) may correspond to communication channels 320A-320N. The user interface objects 508 may indicate the available communication channels that can be associated with each identifier. As illustrated, communications that are associated with a respective identifier are presented in a first manner (e.g., in color, lit up), and communications that are not associated with the respective identifier are presented in a second manner (e.g., not in color, not lit up).
[0131] In response to a selection of a user interface object associated with an identity (e.g., user interface object 510), the user interface 600 may be presented. As illustrated in Figure 6, the user interface 600 presents information of communication channels associated with the selected identity (e.g., the identity associated with user interface object 510). The user interface objects on user interface 600 may comprise the communication channels associated with user interface objects 508.
[0132] The communication channels that are associated with the identifier (e.g., corresponding to user interface objects 508 that are displayed in the first manner) are shown as linked. The objects associated with the communication channels may be organized according to the different kind of channels (e.g., as described with respect to Figure 2). As illustrated in this example, an unlink option is displayed next to a linked communication channel. Selection of the unlink option would disassociate the corresponding communication channel from the identifier associated with the user interface 600. A link option is displayed next to an unlinked communication channel. Selection of the link option would associate the corresponding communication channel from the identifier associated with the user interface 600.
[0133] Figures 7-11 illustrate exemplary user interfaces for association an identifier and connecting the identifier with a plurality of communication channels, in accordance with some embodiments. A user may select the “users” user interface object on graphical interface 500 to navigate to the user interface 700 in Figure 7. As illustrated, user interface 700 shows a user page and may show the user’s identifiers. In this example, because the user does not have an associated identifier, the user interface 700 shows a blank assignment. The user interface 700 may also show communication channels (e.g., Leap FMOP, Microsoft Teams, Telegram, Slack) that can be linked to this user via the identifier. It should be appreciated that these communication channels are exemplary and that other combinations of communication channels may be displayed.
[0134] To associate an identifier with the user, the “assign service” user interface object may be selected. In response to selection of the object, user interface 800 may be displayed, as shown in Figure 8. The user interface 800 shows the different service options that the identifier may be associated with. For example, as illustrated, the identifier may be a phone number associated a user device’s native dialer for placing and receiving calls. As a second option, the identifier may be a phone number associated with placing and receiving calls via data. As a third option, the identifier may be a phone number associated with a physical SIM card. It should be appreciated that these options are exemplary, and that the identifier may be associated with other service options.
[0135] In response to a selection of an option on user interface 800, user interface 900 may be displayed, as shown in Figure 9. As illustrated, options that can be used as the user’s identifier are displayed. In this example, the user interface 900 presents different eSIM options, each option with different capabilities. An option may be selected based on the user’s employee profile. For example, the user may travel internationally frequently, so an eSIM option that is capable of less costly receiving and placing international calls may be selected.
[0136] In response to a selection of an option on user interface 900, user interface 1000 may be displayed, as shown in Figure 10. As illustrated, options that can be used as the user’s identifier are displayed. In this example, the user interface 1000 presents different phone number options, each option with different capabilities. One of these options may be associated with the eSIM option that was selected on user interface 900. An option may be selected based on the user’s employee profile. For example, a phone number with an area code of the user’s office may be selected.
[0137] In response to a selection of an option on user interface 1000, the user is associated with the identifier and user interface 1100 may be displayed, as shown in Figure 11. The user interface 1100 may be similar to user interface 700, but with the user being associated with an identifier (e.g., determined as described with respect to Figures 7-10). As illustrated, user interface 1100 shows a user page and show information about the user’s identifier (e.g., determined as described with respect to Figures 7-10). The user interface 1100 may also show communication channels (e.g., Leap FMOP, Microsoft Teams, Telegram, Slack) that are linked to this user via the identifier. The communications linked to the user may be managed as described herein. It should be appreciated that these communication channels are exemplary and that other combinations of communication channels may be displayed.
[0138] In some embodiments, after the identifier is associated with the user, the identifier may be used to create communication channels by creating user accounts on corresponding communication platforms. After the user accounts are created, the communications may be associated to the user by selecting the “edit” user interface object to add the communication channels.
[0139] In some embodiments, after the user is associated with the identifier, access control requirements associate with the user’s employee profile are associated with the identifier, which allows the advantages described herein.
[0140] Figure 12 illustrates an example computer system 1200. In some embodiments, a disclosed system comprises the computer system 1200. In particular embodiments, one or more computer systems 1200 perform one or more steps of one or more methods described or illustrated herein. In particular embodiments, one or more computer systems 1200 provide functionality described or illustrated herein. In particular embodiments, software running on one or more computer systems 1200 performs one or more steps of one or more methods described or illustrated herein or provides functionality described or illustrated herein. Particular embodiments include one or more portions of one or more computer systems 1200. Herein, reference to a computer system may encompass a computing device, and vice versa, where appropriate. Moreover, reference to a computer system may encompass one or more computer systems, where appropriate.
[0141] This disclosure contemplates any suitable number of computer systems 1200. This disclosure contemplates computer system 1200 taking any suitable physical form. As example and not by way of limitation, computer system 1200 may be an embedded computersystem, a system-on-chip (SOC), a single-board computer system (SBC) (such as, for example, a computer-on-module (COM) or system-on-module (SOM)), a desktop computer system, a laptop or notebook computer system, an interactive kiosk, a mainframe, a mesh of computer systems, a mobile telephone, a personal digital assistant (PDA), a server, a tablet computer system, or a combination of two or more of these. Where appropriate, computer system 1200 may include one or more computer systems 1200; be unitary or distributed; span multiple locations; span multiple machines; span multiple data centers; or reside in a cloud, which may include one or more cloud components in one or more networks. Where appropriate, one or more computer systems 1200 may perform without substantial spatial or temporal limitation one or more steps of one or more methods described or illustrated herein. As an example and not by way of limitation, one or more computer systems 1200 may perform in real time or in batch mode one or more steps of one or more methods described or illustrated herein. One or more computer systems 1200 may perform at different times or at different locations one or more steps of one or more methods described or illustrated herein, where appropriate.
[0142] In particular embodiments, computer system 1200 includes a processor 1202, memory 1204, storage 1206, an input / output (I / O) interface 1208, a communication interface 1210, and a bus 1212. Although this disclosure describes and illustrates a particular computer system having a particular number of particular components in a particular arrangement, this disclosure contemplates any suitable computer system having any suitable number of any suitable components in any suitable arrangement.
[0143] In particular embodiments, processor 1202 includes hardware for executing instructions, such as those making up a computer program. As an example and not by way of limitation, to execute instructions, processor 1202 may retrieve (or fetch) the instructions from an internal register, an internal cache, memory 1204, or storage 1206; decode and execute them; and then write one or more results to an internal register, an internal cache, memory 1204, or storage 1206. In particular embodiments, processor 1202 may include one or more internal caches for data, instructions, or addresses. This disclosure contemplates processor 1202 including any suitable number of any suitable internal caches, where appropriate. As an example and not by way of limitation, processor 1202 may include one or more instruction caches, one or more data caches, and one or more translation lookaside buffers (TLBs). Instructions in the instruction caches may be copies of instructions in memory 1204 or storage 1206, and the instruction caches may speed up retrieval of thoseinstructions by processor 1202. Data in the data caches may be copies of data in memory 1204 or storage 1206 for instructions executing at processor 1202 to operate on; the results of previous instructions executed at processor 1202 for access by subsequent instructions executing at processor 1202 or for writing to memory 1204 or storage 1206; or other suitable data. The data caches may speed up read or write operations by processor 1202. The TLBs may speed up virtual-address translation for processor 1202. In particular embodiments, processor 1202 may include one or more internal registers for data, instructions, or addresses. This disclosure contemplates processor 1202 including any suitable number of any suitable internal registers, where appropriate. Where appropriate, processor 1202 may include one or more arithmetic logic units (ALUs); be a multi-core processor; or include one or more processors 1202. Although this disclosure describes and illustrates a particular processor, this disclosure contemplates any suitable processor.
[0144] In particular embodiments, memory 1204 includes main memory for storing instructions for processor 1202 to execute or data for processor 1202 to operate on. As an example and not by way of limitation, computer system 1200 may load instructions from storage 1206 or another source (such as, for example, another computer system 1200) to memory 1204. Processor 1202 may then load the instructions from memory 1204 to an internal register or internal cache. To execute the instructions, processor 1202 may retrieve the instructions from the internal register or internal cache and decode them. During or after execution of the instructions, processor 1202 may write one or more results (which may be intermediate or final results) to the internal register or internal cache. Processor 1202 may then write one or more of those results to memory 1204. In particular embodiments, processor 1202 executes only instructions in one or more internal registers or internal caches or in memory 1204 (as opposed to storage 1206 or elsewhere) and operates only on data in one or more internal registers or internal caches or in memory 1204 (as opposed to storage 1206 or elsewhere). One or more memory buses (which may each include an address bus and a data bus) may couple processor 1202 to memory 1204. Bus 1212 may include one or more memory buses, as described below. In particular embodiments, one or more memory management units (MMUs) reside between processor 1202 and memory 1204 and facilitate accesses to memory 1204 requested by processor 1202. In particular embodiments, memory 1204 includes random access memory (RAM). This RAM may be volatile memory, where appropriate, this RAM may be dynamic RAM (DRAM) or static RAM (SRAM). Moreover, where appropriate, this RAM may be single-ported or multi-ported RAM. This disclosurecontemplates any suitable RAM. Memory 1204 may include one or more memories 1204, where appropriate. Although this disclosure describes and illustrates particular memory, this disclosure contemplates any suitable memory.
[0145] In particular embodiments, storage 1206 includes mass storage for data or instructions. As an example and not by way of limitation, storage 1206 may include a hard disk drive (HDD), a floppy disk drive, flash memory, an optical disc, a magneto-optical disc, magnetic tape, or a Universal Serial Bus (USB) drive or a combination of two or more of these. Storage 1206 may include removable or non-removable (or fixed) media, where appropriate. Storage 1206 may be internal or external to computer system 1200, where appropriate. In particular embodiments, storage 1206 is non-volatile, solid-state memory. In particular embodiments, storage 1206 includes read-only memory (ROM). Where appropriate, this ROM may be mask-programmed ROM, programmable ROM (PROM), erasable PROM (EPROM), electrically erasable PROM (EEPROM), electrically alterable ROM (EAROM), or flash memory or a combination of two or more of these. This disclosure contemplates mass storage 1206 taking any suitable physical form. Storage 1206 may include one or more storage control units facilitating communication between processor 1202 and storage 1206, where appropriate. Where appropriate, storage 1206 may include one or more storages 1206. Although this disclosure describes and illustrates particular storage, this disclosure contemplates any suitable storage.
[0146] In particular embodiments, RO interface 1208 includes hardware, software, or both, providing one or more interfaces for communication between computer system 1200 and one or more RO devices. Computer system 1200 may include one or more of these RO devices, where appropriate. One or more of these RO devices may enable communication between a person and computer system 1200. As an example and not by way of limitation, an RO device may include a keyboard, keypad, microphone, monitor, mouse, printer, scanner, speaker, still camera, stylus, tablet, touch screen, trackball, video camera, sensors, magnetic detectors, another suitable RO device or a combination of two or more of these. An RO device may include one or more sensors. This disclosure contemplates any suitable RO devices and any suitable RO interfaces 1208 for them. Where appropriate, RO interface 1208 may include one or more device or software drivers enabling processor 1202 to drive one or more of these RO devices. RO interface 1208 may include one or more RO interfaces 1208, where appropriate. Although this disclosure describes and illustrates a particular RO interface, this disclosure contemplates any suitable RO interface.
[0147] In particular embodiments, communication interface 1210 includes hardware, software, or both providing one or more interfaces for communication (such as, for example, packet-based communication) between computer system 1200 and one or more other computer systems 1200 or one or more networks. As an example and not by way of limitation, communication interface 1210 may include a network interface controller (NIC) or network adapter for communicating with an Ethernet or other wire-based network or a wireless NIC (WNIC) or wireless adapter for communicating with a wireless network, such as a WI-FI network. This disclosure contemplates any suitable network and any suitable communication interface 1210 for it. As an example and not by way of limitation, computer system 1200 may communicate with an ad hoc network, a personal area network (PAN), a local area network (LAN), a wide area network (WAN), a metropolitan area network (MAN), or one or more portions of the Internet or a combination of two or more of these. One or more portions of one or more of these networks may be wired or wireless. As an example, computer system 1200 may communicate with a wireless PAN (WPAN) (such as, for example, a BLUETOOTH WPAN), a WI-FI network, a WLMAX network, a cellular telephone network (such as, for example, a Global System for Mobile Communications (GSM) network), or other suitable wireless network or a combination of two or more of these. Computer system 1200 may include any suitable communication interface 1210 for any of these networks, where appropriate. Communication interface 1210 may include one or more communication interfaces 1210, where appropriate. Although this disclosure describes and illustrates a particular communication interface, this disclosure contemplates any suitable communication interface.
[0148] In particular embodiments, bus 1212 includes hardware, software, or both coupling components of computer system 1200 to each other. As an example and not by way of limitation, bus 1212 may include an Accelerated Graphics Port (AGP) or other graphics bus, an Enhanced Industry Standard Architecture (EISA) bus, a front-side bus (FSB), a HYPERTRANSPORT (HT) interconnect, an Industry Standard Architecture (ISA) bus, an INFINIBAND interconnect, a low-pin-count (LPC) bus, a memory bus, a Micro Channel Architecture (MCA) bus, a Peripheral Component Interconnect (PCI) bus, a PCI-Express (PCIe) bus, a serial advanced technology attachment (SATA) bus, a Video Electronics Standards Association local (VLB) bus, or another suitable bus or a combination of two or more of these. Bus 1212 may include one or more buses 1212, where appropriate. Althoughthis disclosure describes and illustrates a particular bus, this disclosure contemplates any suitable bus or interconnect.
[0149] Herein, a computer-readable non-transitory storage medium or media may include one or more semiconductor-based or other integrated circuits (ICs) (such, as for example, field-programmable gate arrays (FPGAs) or application- specific ICs (ASICs)), hard disk drives (HDDs), hybrid hard drives (HHDs), optical discs, optical disc drives (ODDs), magneto-optical discs, magneto-optical drives, floppy diskettes, floppy disk drives (FDDs), magnetic tapes, solid-state drives (SSDs), RAM-drives, SECURE DIGITAL cards or drives, any other suitable computer-readable non-transitory storage media, or any suitable combination of two or more of these, where appropriate. A computer-readable non-transitory storage medium may be volatile, non-volatile, or a combination of volatile and non-volatile, where appropriate.
[0150] In some embodiments, a non-transitory computer readable storage medium stores one or more programs, and the one or more programs includes instructions. When the instructions are executed by an electronic device (e.g., computer system 1200) with one or more processors and memory, the instructions cause the electronic device to perform the methods described with respect to Figures 1-11.
[0151] In some embodiments, a method for managing communications associated with a user of an organization comprises associating an identifier with an employee profile of the user of the organization, connecting, via the identifier, a plurality of communication channels on a plurality of communication platforms, associating access control requirements with the identifier based on the employee profile, and managing a plurality of communications received via the plurality of communication channels on the plurality of communication platforms in accordance with the access control requirements associated with the identifier.
[0152] In some embodiments, the identifier comprises a phone number.
[0153] In some embodiments, the identifier is generated via activating a sim card associated with the identifier.
[0154] In some embodiments, the method further comprises constructing a plurality of data structures for the plurality of communications.
[0155] In some embodiments, the method further comprises storing the plurality of data structures in association with the identifier.
[0156] In some embodiments, the method further comprises retrieving the plurality of data structures according to the identifier.
[0157] In some embodiments, the plurality of communication channels is generated via a first device, and the plurality of data structures is retrieved by a second device.
[0158] In some embodiments, the plurality of data structures comprises embeddings associated with the user.
[0159] In some embodiments, the method further comprises providing the plurality of data structures to a machine-learning model.
[0160] In some embodiments, the plurality of data structures is provided to the machinelearning model in accordance with second access control requirements of the organization.
[0161] In some embodiments, the method further comprises storing the plurality of data structures in association with a second identifier. The second identifier is associate with an employe profile of a second user.
[0162] In some embodiments, the plurality of communication channels is created by creating a user account on each of the plurality of communication platforms using the identifier.
[0163] In some embodiments, the method further comprises receiving a request from the user for data, determining, based on the identifier, whether the access control requirements permit the user to receive the data, in accordance with a determination that the access control requirements permit the user to receive the data, providing the requested data to the user, and in accordance with a determination that the access control requirements do not permit the user to receive the data, forgoing providing the requested data to the user.
[0164] In some embodiments, the method further comprises associating the identifier with an employee profile of a second user of the organization.
[0165] In some embodiments, the method further comprises disassociating the identifier from the employe profile of the user of the organization.
[0166] In some embodiments, the plurality of communications comprises audio communications, video communications, text communications, or any combination thereof.
[0167] In some embodiments, the managing the plurality of communications comprises receiving the plurality of communications via respective devices associated with each of the communication platforms.
[0168] In some embodiments, the communication platforms comprise one or more communication platforms internal to the organization and one or more communication platforms external to the organization.
[0169] In some embodiments, the identifier comprises an email address of the user, a username of the user, or any combination thereof.
[0170] In some embodiments, the method further comprises receiving a request to identify accounts of the user on the plurality of communication platforms, and determining, based on the identifier, the accounts of the user on the plurality of communication platforms.
[0171] In some embodiments, the plurality of communications is managed via a user interface.
[0172] In some embodiments, the identifier is one of a plurality of identifiers, each of the plurality of identifiers is associated with a respective plurality of communication channels, and the method further comprises displaying, on the user interface, the plurality of identifiers and the respective pluralities of communications.
[0173] In some embodiments, the plurality of communications channel is created via the user interface.
[0174] In some embodiments, the identifier is generated via the user interface.
[0175] In some embodiments, a system comprises one or more processors configured to perform any of the above methods.
[0176] In some embodiments, a non-transitory computer-readable medium stores one or more instructions, which, when executed by one or more processors of a system, cause the system to perform any of the above methods.
[0177] Those skilled in the art will recognize that the systems described herein are representative, and deviations from the explicilty disclosed embodiments are within the scope of the disclosure.
[0178] Although the disclosed embodiments have been fully described with reference to the accompanying drawings, it is to be noted that various changes and modifications will become apparent to those skilled in the art. Such changes and modifications are to be understood as being included within the scope of the disclosed embodiments as defined by the appended claims.
[0179] The terminology used in the description of the various described embodiments herein is for the purpose of describing particular embodiments only and is not intended to be limiting. As used in the description of the various described embodiments and the appended claims, the singular forms “a”, “an,” and “the” are intended to include the plural forms as well, unless the context clearly indicates otherwise. It will also be understood that the term “and / or” as used herein refers to and encompasses any and all possible combinations of one or more of the associated listed items. It will be further understood that the terms “includes,” “including,” “comprises,” and / or “comprising,” when used in this specification, specify the presence of stated features, integers, steps, operations, elements, and / or components, but donot preclude the presence or addition of one or more other features, integers, steps, operations, elements, components, and / or groups thereof.
Claims
CLAIMS1. A method for managing communications associated with a user of an organization, comprising: associating an identifier with an employee profile of the user of the organization; connecting, via the identifier, a plurality of communication channels on a plurality of communication platforms; associating access control requirements with the identifier based on the employee profile; and managing a plurality of communications received via the plurality of communication channels on the plurality of communication platforms in accordance with the access control requirements associated with the identifier.
2. The method of claim 1, wherein the identifier comprises a phone number.
3. The method of claim 1, wherein the identifier is generated via activating a sim card associated with the identifier.
4. The method of claim 1, further comprising constructing a plurality of data structures for the plurality of communications.
5. The method of claim 4, further comprising storing the plurality of data structures in association with the identifier.
6. The method of claim 4, further comprising retrieving the plurality of data structures according to the identifier.
7. The method of claim 6, wherein: the plurality of communication channels is generated via a first device, and the plurality of data structures is retrieved by a second device.
8. The method of claim 4, wherein the plurality of data structures comprises embeddings associated with the user.
9. The method of claim 4, further comprising providing the plurality of data structures to a machine-learning model.
10. The method of claim 9, wherein the plurality of data structures is provided to the machine-learning model in accordance with second access control requirements of the organization.
11. The method of claim 4, further comprising: storing the plurality of data structures in association with a second identifier, wherein the second identifier is associate with an employe profile of a second user.
12. The method of claim 1, wherein the plurality of communication channels is created by creating a user account on each of the plurality of communication platforms using the identifier.
13. The method of claim 1, further comprising: receiving a request from the user for data; determining, based on the identifier, whether the access control requirements permit the user to receive the data; in accordance with a determination that the access control requirements permit the user to receive the data, providing the requested data to the user; and in accordance with a determination that the access control requirements do not permit the user to receive the data, forgoing providing the requested data to the user.
14. The method of claim 1, further comprising associating the identifier with an employee profile of a second user of the organization.
15. The method of claim 1, further comprising disassociating the identifier from the employe profile of the user of the organization.
16. The method of claim 1, wherein the plurality of communications comprises audio communications, video communications, text communications, or any combination thereof.
17. The method of claim 1, wherein the managing the plurality of communications comprises receiving the plurality of communications via respective devices associated with each of the communication platforms.
18. The method of claim 1, wherein the communication platforms comprise one or more communication platforms internal to the organization and one or more communication platforms external to the organization.
19. The method of claim 1, wherein the identifier comprises an email address of the user, a username of the user, or any combination thereof.
20. The method of claim 1, further comprising: receiving a request to identify accounts of the user on the plurality of communication platforms; and determining, based on the identifier, the accounts of the user on the plurality of communication platforms.
21. The method of claim 1, wherein the plurality of communications is managed via a user interface.
22. The method of claim 21, wherein: the identifier is one of a plurality of identifiers, each of the plurality of identifiers is associated with a respective plurality of communication channels, and the method further comprises displaying, on the user interface, the plurality of identifiers and the respective pluralities of communications.
23. The method of claim 21, wherein the plurality of communications channel is created via the user interface.
24. The method of claim 21, wherein the identifier is generated via the user interface.
25. A system comprising one or more processors configured to perform a method of any of claims 1-24.
26. A non-transitory computer-readable medium storing one or more instructions, which, when executed by one or more processors of a system, cause the system to perform a method of any of claims 1-24.