Filtered Data Sets Using Restriction Policies Across Record Systems

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Solution Overview

Problem

Managing and maintaining systems of record for electronic communications is challenging due to the large volume of heterogeneous data and the inefficiencies of manual data input, leading to errors and time consumption.

Innovation Solution

A system comprising processors that access data from multiple systems of record, apply restriction policies to generate filtered data sets, and synchronize electronic activities to improve business processes using a node graph constructed from electronic activities.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual data input is used to manage systems of record for electronic communications, then data can be entered into the system, but the process is time consuming and error prone

Engineering Contradiction:
Improvedata input efficiencyVSAvoidtime consumption for data entry
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system automatically extracts data from electronic communications and populates system of record fields without human intervention. The processor autonomously performs data extraction, validation, and entry operations, eliminating the need for manual data input while maintaining accuracy and reducing time consumption.

Inventive Principle:
Principle #25Self-service

2Quantity of substance

If data is accessed from multiple systems of record of multiple data source providers, then comprehensive data can be aggregated, but data sharing restrictions complicate the process

Engineering Contradiction:
Improvevolume of aggregated dataVSAvoidcomplexity of data access and restriction policy management
Core Design Contradiction:
Quantity of substanceVSDevice complexity

Solution Approach 1:

The system implements a universal data access framework that handles multiple data source providers through a common interface. The processor automatically retrieves and applies restriction policies from various providers, normalizing diverse data formats and access rules into a unified processing mechanism that simplifies multi-source data aggregation.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system introduces an intermediary layer between multiple data source providers and the master data set. This intermediary processor manages restriction policies and data access rules, acting as a mediator that translates and harmonizes different providers' data sharing restrictions into a consistent framework for aggregated data access.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Loss of information

If a master data set is generated using data from multiple systems of record, then comprehensive information can be maintained, but ensuring data accuracy and compliance with restriction policies becomes challenging

Engineering Contradiction:
Improvecompleteness of maintained informationVSAvoidaccuracy and compliance of data
Core Design Contradiction:
Loss of informationVSReliability

Solution Approach 1:

The system implements feedback mechanisms where the processor continuously validates data against restriction policies and source system rules. Data extraction and master data set updates are monitored and verified, with automatic correction or rejection of non-compliant data, ensuring ongoing accuracy and policy adherence throughout the data aggregation process.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS12519867B2Systems and methods for generating a filtered data set
Publication Date: 2026.01.06 PEOPLE AI INC
  • US12519867B2 patent drawing
  • US12519867B2 patent drawing
  • US12519867B2 patent drawing

AI summary

The present disclosure relates to generating a filtered data set. Data from a plurality of systems of record of a plurality of data source providers may be accessed. A master data set generated using the data accessed from the plurality of systems of record may be maintained. Restriction policies including one or more rules for restricting sharing of data may be maintained. A filtered data set may be generated for a data source provider responsive to an application of restriction policies of other data source providers to the master data set. The filtered data set may be provisioned.