US-12621412-B1 - System and method for correlating interaction to metadata

Abstract

A system and method may link or correlate interaction data such as video recordings to videoconference interactions or meetings from which that interaction data is produced, by sending or transmitting an identifier (e.g. e-mail address) of a participant in a communications application interaction to a global communications application process. The global communications application process may respond to the identifier with a unique identification associated with the interaction. The unique identification of the interaction may be used to access or search for interaction data associated with or produced from the interaction.

Inventors

• Vishal Bhat
• Hemal Patel
• Srinivas Alladi
• Manoj Arora
• Brennan Jablonski
• Srinivas Devalapalli

Assignees

• MORGAN STANLEY SERVICES GROUP INC.

Dates

Publication Date

20260505

Application Date

20250730

Claims (20)

1. 1 . A method for correlating interaction data to interactions, the method comprising: transmitting, for an entry of a table including a plurality of entries, an identifier of a participant in a communications application interaction to a global communications application process, wherein each entry of the plurality of entries is created for an instance of an interaction of a plurality of instances, wherein two or more of the plurality of instances correspond to a single interaction; receiving from the global communications application process a unique identification associated with the interaction, wherein the unique identification associated with the interaction is transmitted by the global communications application process in response to the transmitted identifier of the participant; and using the unique identification of the interaction to access interaction data associated with the interaction.
2. 2 . The method of claim 1 , wherein the unique identification identifies an instance of the plurality of instances, the identified instance associated with the interaction.
3. 3 . The method of claim 1 , comprising, on the start of an interaction instance, creating a new entry in the table and associating an interaction ID created in conjunction with the scheduling of an interaction with the entry.
4. 4 . The method of claim 1 , comprising adding the unique identification to the new entry.
5. 5 . The method of claim 1 , wherein the interaction is a videoconference meeting.
6. 6 . The method of claim 1 , wherein interaction data is a recording of the interaction.
7. 7 . The method of claim 1 , wherein the transmitting of the identifier and accessing interaction data is performed by a process repeatedly executing and terminating, wherein a plurality of such processes execute concurrently.
8. 8 . A system for correlating interaction data to interactions, the system comprising: a memory and; a processor to: transmit, for an entry of a table including a plurality of entries, an identifier of a participant in a communications application interaction to a global communications application process, wherein each entry of the plurality of entries is created for an instance of an interaction of a plurality of instances, wherein two or more of the plurality of instances correspond to a single interaction; receive from the global communications application process a unique identification associated with the interaction, wherein the unique identification associated with the interaction is transmitted by the global communications application process in response to the transmitted identifier of the participant; and use the unique identification of the interaction to access interaction data associated with the interaction.
9. 9 . The system of claim 8 , wherein the unique identification identifies an instance of the plurality of instances, the identified instance associated with the interaction.
10. 10 . The system of claim 8 , wherein the processor is to, on the start of an interaction instance, create a new entry in the table and associate an interaction ID created in conjunction with the scheduling of an interaction with the entry.
11. 11 . The system of claim 8 , wherein the processor is to add the unique identification to the new entry.
12. 12 . The system of claim 8 , wherein the interaction is a videoconference meeting.
13. 13 . The system of claim 8 , wherein interaction data is a recording of the interaction.
14. 14 . The system of claim 8 , wherein the transmitting of the identifier and accessing interaction data is performed by a process repeatedly executing and terminating, wherein a plurality of such processes execute concurrently, executed by a plurality of systems each including a memory and a processor.
15. 15 . A method for associating meeting recording data to meetings, the method comprising: transmitting, for an entry of a table including a plurality of entries, an identifier associated with a communications application meeting to a global communications process, wherein each entry of the plurality of entries is created for an instance of a meeting of a plurality of instances, wherein two or more of the plurality of instances correspond to a single meeting; the global communications process responding to the identifier with a unique identification associated with the meeting, wherein the unique identification associated with the meeting is transmitted by the global communications process in response to the transmitted identifier associated with the communications application meeting; and using the unique identification to find interaction data associated with the meeting.
16. 16 . The method of claim 15 , wherein the unique identification identifies an instance of the plurality of instances, the identified instance associated with the meeting.
17. 17 . The method of claim 15 , comprising, on the start of a meeting instance, creating a new entry in the table and associating a meeting ID created in conjunction with the scheduling of a meeting with the entry.
18. 18 . The method of claim 15 , comprising adding the unique identification to the new entry.
19. 19 . The method of claim 15 , wherein the meeting is a videoconference meeting.
20. 20 . The method of claim 15 , wherein interaction data is a recording of the meeting.

Description

FIELD OF THE INVENTION The present invention relates generally to interaction (e.g., videoconference) technology, such as correlating or associating interaction data such as interaction recordings with interactions. BACKGROUND OF THE INVENTION Organizations may have employees such as agents or financial advisors (FAs) or other advisors communicate with clients or customers using various platforms, such as e-mail, telephone, teleconferencing platforms, and may use customer relationship management (CRM) software to manage these interactions. CRM software may include tools provided by Salesforce, Inc. to interact with a customer and to manage the interaction, e.g., storing customer records. Software tools may then summarize the interaction, e.g. as an e-mail to a client, and populate notes or other information regarding the interaction into a CRM system. For example, Morgan Stanley's Debrief tool may act as notetaker, summarizer and first draft communication composer for client interactions. Based on an interaction or meeting, such as a teleconference, Debrief may summarize key points discussed in the meeting, create an email or other document for an advisor to review, edit and send, and saves notes into CRM software such as a Salesforce system. Recordings such as video or audio recordings may be made from interactions: for example the Zoom platform may allow recording of video meetings. In an organization which conducts hundreds or thousands of meetings a day, it may be difficult to accurately associate or correlate the many recordings made from these meetings with the meetings themselves. SUMMARY A system and method may link or correlate interaction data such as video recordings to videoconference interactions or meetings from which that interaction data is produced, by sending or transmitting an identifier (e.g. e-mail address) of a participant in a communications application interaction to a global communications application process. The global communications application process may respond to the identifier with a unique identification associated with the interaction. The unique identification of the interaction may be used to access or search for interaction data associated with or produced from the interaction. BRIEF DESCRIPTION OF THE DRAWINGS Non-limiting examples of embodiments of the disclosure are described below with reference to figures listed below. The subject matter regarded as the invention is particularly pointed out and distinctly claimed in the concluding portion of the specification. The invention, however, both as to organization and method of operation, together with objects, features and advantages thereof, may best be understood by reference to the following detailed description when read with the accompanied drawings. FIG. 1 depicts an example system according to some embodiments of the present invention. FIG. 2 shows a flowchart of a method for correlating interaction data to interactions according to embodiments of the present invention. It will be appreciated that for simplicity and clarity of illustration, elements shown in the figures have not necessarily been drawn accurately or to scale. For example, the dimensions of some of the elements may be exaggerated relative to other elements for clarity, or several physical components may be included in one functional block or element. Reference numerals may be repeated among the figures to indicate corresponding or analogous elements. DETAILED DESCRIPTION In the following detailed description, numerous specific details are set forth in order to provide a thorough understanding of the invention. However, it will be understood by those skilled in the art that the present invention may be practiced without these specific details. In other instances, well-known methods, procedures, and components, modules, units and/or circuits have not been described in detail so as not to obscure the invention. For the sake of clarity, discussion of same or similar features or elements may not be repeated. Although embodiments of the invention are not limited in this regard, discussions utilizing terms such as, for example, “processing,” “computing,” “calculating,” “determining,” “establishing”, “analyzing”, “checking”, or the like, may refer to operation(s) and/or process(es) of a computer, a computing platform, a computing system, or other electronic computing device, that manipulates and/or transforms data represented as physical (e.g., electronic) quantities within the computer's registers and/or memories into other data similarly represented as physical quantities within the computer's registers and/or memories or other information non-transitory storage medium that may store instructions to perform operations and/or processes. Although embodiments of the invention are not limited in this regard, the terms “plurality” and “a plurality” as used herein may include, for example, “multiple” or “two or more”. The term set when used herein may include o