Record Object Indexing for Matching Electronic Activities

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Solution Overview

Problem

Managing large volumes of heterogeneous electronic communications in systems of record is challenging due to manual data input being time-consuming and error-prone.

Innovation Solution

A system that generates index files for record objects, processes electronic activities to match them with record objects using search queries, and links activities to the highest matching record object based on calculated scores, incorporating features like domain and mention scores.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

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

Engineering Contradiction:

Improvedata accuracyVSAvoidtime for data input

Core Design Contradiction:

ReliabilityVSLoss of time

Solution Approach 1:

The system automatically performs data extraction, indexing, and matching operations without human intervention. The processors autonomously generate index files from record objects, extract data from electronic activities, calculate match scores, and link activities to record objects, eliminating the need for manual data entry and reducing both time consumption and errors.

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

The patent replaces the mechanical process of manual data entry with an automated computational system. The system uses processors to perform data extraction, indexing, and matching operations that were previously done manually, substituting human labor with automated technological processes that are faster and more accurate.

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

2Productivity

If index files are generated for each record object to enable automated matching, then data input efficiency is improved, but system complexity increases

Engineering Contradiction:

Improvedata processing efficiencyVSAvoidsystem structure

Core Design Contradiction:

ProductivityVSDevice complexity

Solution Approach 1:

The system segments the data management process into distinct components: record objects are processed to generate separate index files, electronic activities are independently analyzed, and matching is performed through systematic comparison. This segmentation allows each component to be optimized independently while maintaining overall system productivity.

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

Index files are generated in advance from record objects before the matching process begins. This preliminary action prepares the data structures ahead of time, enabling faster and more efficient matching operations when electronic activities need to be linked to record objects, thus improving overall productivity.

Inventive Principle:

Principle #10Preliminary action

3Ease of operation

If automated matching using search queries and match scores is implemented, then manual effort is reduced, but computational resources increase

Engineering Contradiction:

Improvemanual effort requiredVSAvoidcomputational resources

Core Design Contradiction:

Ease of operationVSUse of energy by moving object

Solution Approach 1:

The system extracts only the necessary subset of data from electronic activities to create search queries, rather than processing entire messages. By focusing on relevant fields and generating match scores based on key parameters, the system reduces computational overhead while still achieving automated matching and linking functionality.

Inventive Principle:

Principle #16Partial or excessive action

Data Source

PatentUS12579104B2Systems and methods for matching record objects to electronic activities using indexing

Publication Date: 2026.03.17 PEOPLE AI INC

AI summary

The present disclosure relates to linking electronic activities between systems of record based on a comparison of electronic activity signals and system of record signals. Indexed files can be generated for each of a plurality of record objects of a system of record. An electronic activity may be accessed. A search query may be generated. Match scores for the record objects may be generated. An association between an electronic activity and a record object may be stored. Instructions to link to the electronic activity to the record object may be transmitted.