Whitespace Domain Matching for Multi-Tenant Record Linking
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Solution Overview
Problem
Managing and maintaining a system of record for electronic communications is challenging due to the large volume of heterogeneous data and the manual, time-consuming, and error-prone process of inputting information from electronic activities.
Innovation Solution
A method and system for matching electronic activities with whitespace domains to record objects in a multi-tenant system, involving processors to identify and match domain names across multiple systems of record, using match policies and confidence scoring to associate electronic activities with appropriate record objects.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If manual data entry is used to input electronic communication information into a system of record, then data can be entered into the system, but the process is time-consuming and error-prone
Solution Approach 1:
The patent replaces manual mechanical data entry with an automated electronic matching system that uses processors to compare domain names across multiple systems of record, automatically identifying and associating electronic activities with appropriate record objects based on match policies
Solution Approach 2:
The system performs self-service by automatically matching electronic activities to record objects without human intervention, using domain name comparison and match policies to autonomously populate the system of record with accurate data associations
2Productivity
If data is manually entered from electronic communications, then information can be recorded, but the process becomes challenging and error-prone due to large volume of heterogeneous data
Solution Approach 1:
The patent segments the complex data processing task into distinct components: domain name extraction from electronic activities, domain name comparison against systems of record, match policy evaluation, and record object association. This modular approach simplifies handling of heterogeneous data while maintaining high processing efficiency
Solution Approach 2:
The patent introduces domain name as an intermediary element that bridges electronic activities and record objects. By using domain names as the key matching criterion, the system simplifies the complexity of matching heterogeneous electronic communication data across multiple systems of record
3Measurement precision
If electronic activities are matched across multiple systems of record, then data association accuracy improves, but the matching process complexity increases
Solution Approach 1:
The patent applies local quality by implementing match policies that are specific to each data source provider and system of record. Each system can have customized matching criteria and confidence thresholds, allowing accurate matching tailored to local data characteristics while managing overall process complexity
Data Source
AI summary
The present disclosure relates to linking record objects between systems of record based on a comparison of object field-value pairs to a ground truth. A domain name may be identified from an electronic activity. It may be determined that the electronic activity does not match with any first record objects. A second record object including the domain name as a value may be identified. Object field-value pairs of the second record object may be identified. It may be determined that a third record object matches with the second record object. The electronic activity may be matched to the third second record object or a fourth record object. An association between the electronic activity and the third record object or the fourth record object may be stored.