Node Profile Matching for Accurate Electronic Activity Linking

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Solution Overview

Problem

Existing systems face challenges in efficiently and accurately populating node profiles with member node data due to the large volume of electronic communications, leading to erroneous data values and human bias, which can cause downstream processing malfunctions.

Innovation Solution

A system that generates electronic activity-derived member node profiles using statistical analysis and electronic activities to ensure data accuracy, employing filtering rules and policies to match electronic activities with record objects in systems of record.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual data entry is used to populate node profiles from electronic communications, then data can be entered into the system, but the process is time consuming and error prone

Engineering Contradiction:

Improvedata entry efficiencyVSAvoiddata accuracy

Core Design Contradiction:

ProductivityVSReliability

Solution Approach 1:

The system automatically extracts data from electronic communications and populates node profiles without human intervention. The automated data extraction and matching system serves itself by identifying participants, extracting relevant information, and synchronizing data across systems of record, eliminating the need for manual data entry while ensuring data accuracy through automated verification processes.

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

The patent replaces the mechanical process of manual data entry with an automated electronic system. The system uses electronic activity data, statistical analysis, and automated matching algorithms to extract and populate node profile data, substituting human manual operations with computational processes that are both faster and more accurate.

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

2Ease of operation

If self-population of node profiles by member nodes is permitted, then data entry is simplified, but erroneous data values and human bias occur

Engineering Contradiction:

Improvedata entry simplicityVSAvoiddata value accuracy

Core Design Contradiction:

Ease of operationVSMeasurement precision

Solution Approach 1:

The system introduces an automated data extraction and verification intermediary between the electronic communications and the node profiles. This intermediary systematically extracts data, applies statistical analysis, validates against multiple systems of record, and populates profiles objectively, eliminating human bias while maintaining ease of operation through automated processes.

Inventive Principle:

Principle #24Intermediary (Mediator)

Solution Approach 2:

The system implements feedback mechanisms by cross-referencing extracted data against multiple systems of record and applying statistical analysis to verify data accuracy. The automated verification process provides feedback on data quality, identifying and correcting erroneous values before finalizing node profiles, thus ensuring high measurement precision.

Inventive Principle:

Principle #23Feedback

3Reliability

If automated data extraction is implemented, then data accuracy improves, but system complexity increases

Engineering Contradiction:

Improvedata accuracyVSAvoidsystem complexity

Core Design Contradiction:

ReliabilityVSDevice complexity

Solution Approach 1:

The system achieves universality by creating a multi-functional automated data extraction platform that can handle multiple types of electronic communications, extract various data elements, and synchronize with different systems of record through a unified approach. This universal system manages complexity by providing a single integrated solution rather than separate processes for each data source or target system.

Inventive Principle:

Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system manages complexity through parameter changes by dynamically adjusting extraction and matching parameters based on the specific data sources and targets. The automated system adapts its operational parameters to optimize data extraction from different communication types and synchronize with various record systems, maintaining high accuracy while managing system complexity through flexible parameter configuration.

Inventive Principle:

Principle #35Parameter changes

Data Source

PatentUS12530661B2Systems and methods for matching electronic activities directly to record objects of systems of record with node profiles

Publication Date: 2026.01.20 PEOPLE AI INC

AI summary

The system described herein can automatically match, link, or otherwise associate electronic activities with one or more record objects. For an electronic activity that is eligible or qualifies to be matched with one or more record objects, the system can identify one or more set of rules or rule sets. Using the rule sets, the system can identify candidate record objects. The system can then rank the identified candidate record objects to select one or more record objects with which to associate the electronic activity. The system can then store an association between the electronic activity and the selected one or more record objects.