Capabilities

Updated 9 months ago by Jaspreet Bakshi

Copyright DotAlign 2015-2020. US Patent #9,785,781 and patents pending.

Understanding people and companies

DotAlign Cloud knows how to identify people and companies in the fact level data. It lines them up, de-dupes them, and even supports the dynamic nature of identities as more data comes online (or in some cases when data is revoked). Our approach to entity alignment is patent pending.

All this happens automatically and intelligently without needing any manual intervention, but at the same time there is support for the occasional manual edit or correction that may be required. The result is a clean list of people and companies, where each entity is a comprehensive container of all its identities, and consequently all related data attached to those various identities is neatly organized into the entity.

For example, this is the list of identities attributed to the person, Vince Scafaria.

So, when the system reports a relationship score for Vince, it considers all interactions that may have happened with Vince on any of his identities, and hence will be a comprehensive view of the relationship. If a change comes about (new identities are added, or existing ones removed), the change is taken into account within a short period of time to reflect the new reality.

Similarly, this is a list of identities attributed to the company Morgan Stanley.

Detailed person and company information – in app or via an API

Building on top of the powerful and dynamic identity model described earlier, DotAlign Cloud gathers detailed information about each entity.

Person

For a person, this information includes:

  1. Names
  2. Email addresses
  3. Telephone numbers
  4. Work experience history
  5. A firm level relationship score, i.e. how well do you collectively, as a firm, know that person
  6. Introducers, i.e. which colleagues have a relationship with that person and how strong is that relationship
  7. Interaction details, i.e. how many interactions, email messages, calendar events etc., have occurred with that person and when

This information can be viewed in the app (desktop or mobile) or obtained via an API. Here is sample JSON:

{
"WeKnowPersonScore": 49,
"PersonNameText": "Barry Robinson",
"BestJobCorpLevelCompanyName": "B.T. Robinson Ventures",
"BestEmailAddrText": "barry@btrobinson.vc",
"BestEmailCurrentAsOf": "2020-08-07T12:00:00Z",
"BestPhoneText": "+12125551234",
"BestPhoneType": "Work",
"BestPhoneCurrentAsOf": "2020-08-07T12:00:00Z",
"Stats": {
"FirstInboundMsg": "2012-05-22T21:12:53Z",
"FirstMeeting": "2016-07-18T14:00:00Z",
"FirstOutboundMsg": "2012-05-22T18:23:40Z",
"LastInboundMsg": "2020-08-07T12:00:00Z",
"LastInteraction": "2020-08-10T21:45:04Z",
"LastMeeting": "2020-07-17T13:00:00Z",
"LastOutboundMsg": "2020-08-10T21:47:23Z",
"NumInboundMsgs": 37,
"NumMeetings": 12,
"NumOutboundMsgs": 48,
"SourceTally": 1,
"LastMeetingUserName": "Marco Caldwell",
"LastOutboundMsgUserName": "Marco Caldwell",
"LastInboundMsgUserName": "Marco Caldwell",
"FirstMeetingUserName": "Marco Caldwell",
"FirstOutboundMsgUserName": "Marco Caldwell",
"FirstInboundMsgUserName": "Marco Caldwell"
},
"Phones": {
"data": [
{
"CurrentAsOf": "2020-08-07T12:00:00Z",
"StandardizedPhoneNumber": "+12125551234",
"PhoneType": "Work"
},
{
"CurrentAsOf": "2020-01-27T13:02:24Z",
"StandardizedPhoneNumber": "+16465559876",
"PhoneType": "Mobile"
}
],
"total_item_count": 2,
"page_start": 1,
"page_end": 2,
"are_more": false
},
"Emails": {
"data": [
{
"AddressText": "barry@btrobinson.vc",
"CurrentAsOf": "2020-08-07T12:00:00Z",
},
{
"AddressText": "brobinson@acmelaboratories.com",
"CurrentAsOf": "2019-03-22T13:57:39Z",
}
],
"total_item_count": 2,
"page_start": 1,
"page_end": 2,
"are_more": false
},
"Names": {
"data": [
{
"StandardizedName": "Barry Robinson",
"CurrentAsOf": "2020-08-07T12:00:00Z"
}
],
"total_item_count": 1,
"page_start": 1,
"page_end": 1,
"are_more": false
},
"Introducers": {
"data": [
{
"ScorePoints": 49,
"IntroducerName": "Marco Caldwell",
"IntroducerBestJobCorpLevelCompanyName": "DotAlign, Inc.",
"IntroducerBestJobMatchedCompanyName": "DotAlign, Inc.",
"IntroducerBestJobTitleText": "CEO"
},
{
"ScorePoints": 32,
"IntroducerName": "Jennifer Hertz",
"IntroducerBestJobCorpLevelCompanyName": "DotAlign, Inc.",
"IntroducerBestJobMatchedCompanyName": "DotAlign",
"IntroducerBestJobTitleText": "Product Manager"
}
],
"total_item_count": 2,
"page_start": 1,
"page_end": 1,
"are_more": false
},
"Jobs": {
"data": [
{
"JobCorpLevelName": "B.T. Robinson Ventures",
"JobCurrentAsOf": "2020-08-07T12:00:00Z"
},
{
"JobCoName": "Acme Laboratories LLC",
"JobCorpLevelName": "Acme Laboratories LLC",
"JobCurrentAsOf": "2019-03-22T13:57:39Z",
"JobTitleText": "Chief Operating Officer",
"JobIsFormer": true
},
],
"total_item_count": 1,
"page_start": 2,
"page_end": 2,
"are_more": false
}
}

Company

For a company, this information includes:

  1. Names
  2. Domains
  3. Contacts, i.e. who do you know at the company
  4. Introducers, i.e. which colleagues have relationships with the company
  5. Interaction details, i.e. how many interactions, email messages, calendar events etc., have occurred with that company and when

And this is the corresponding JSON:

{
"WeKnowCompanyScore": 92,
"CompanyNameText": "Acme Laboratories LLC",
"BestUrlText": "acmelaboratories.com",
"Stats": {
"FirstInboundMsg": "2012-05-22T21:12:53Z",
"FirstMeeting": "2016-07-18T14:00:00Z",
"FirstOutboundMsg": "2012-05-22T18:23:40Z",
"LastInboundMsg": "2020-08-12T14:06:48Z",
"LastMeeting": "2020-08-12T14:00:00Z",
"LastOutboundMsg": "2020-08-12T13:06:13Z",
"NumInboundMsgs": 288,
"NumMeetings": 23,
"NumOutboundMsgs": 323,
"SourceTally": 1,
"LastMeetingContactName": "Viola Rahman",
"LastOutboundMsgContactName": "Viola Rahman",
"LastInboundMsgContactName": "Viola Rahman",
"FirstMeetingContactName": "Barry Robinson",
"FirstOutboundMsgContactName": "Barry Robinson",
"FirstInboundMsgContactName": "Barry Robinson",
"LastMeetingUserName": "Grace Lai",
"LastOutboundMsgUserName": "Grace Lai",
"LastInboundMsgUserName": "Grace Lai",
"FirstMeetingUserName": "Marco Caldwell",
"FirstOutboundMsgUserName": "Marco Caldwell",
"FirstInboundMsgUserName": "Marco Caldwell"
},
"Urls": {
"data": [
{
"CoUrl": "acmelaboratories.com",
"CurrentAsOf": "2020-08-12T14:06:48Z"
}
],
"total_item_count": 1,
"page_start": 1,
"page_end": 1,
"are_more": false
},
"Aliases": {
"data": [
{
"CoNameAlias": "Acme Laboratories LLC",
"CurrentAsOf": "2019-06-13T12:09:55Z"
}
],
"total_item_count": 1,
"page_start": 1,
"page_end": 1,
"are_more": false
},
"Connections": {
"data:" [
{
"UserKnowsEmployeeScore": 70,
"UserKnowsPersonScore": 100,
"LastJobEvidence": "2020-08-12T14:06:48Z",
"ContactName": "Viola Rahman",
"ContactBestJobCorpLevelCompanyName": "Acme Laboratories LLC",
"ContactBestJobMatchedCompanyName": "Acme Laboratories LLC",
"ContactBestJobTitleText": "CEO",
"ContactBestJobCurrentAsOf": "2020-08-12T14:06:48Z",
"WeKnowPersonScore": 100,
"IntroducerName": "Marco Caldwell",
"IntroducerBestJobCorpLevelCompanyName": "DotAlign, Inc.",
"IntroducerBestJobMatchedCompanyName": "DotAlign, Inc.",
"IntroducerBestJobTitleText": "CEO",
"JobTitleText": "CEO",
"JobCoNameText": "Acme Laboratories LLC"
},
{
"UserKnowsEmployeeScore": 11,
"UserKnowsPersonScore": 49,
"IsFormerJob": true,
"LastJobEvidence": "2019-03-22T13:57:39Z"",
"ContactName": "Barry Robinson",
"ContactBestJobCorpLevelCompanyName": "B.T. Robinson Ventures",
"
ContactBestJobCurrentAsOf": "2020-08-07T12:00:00Z",
"
WeKnowPersonScore": 49,
"IntroducerName": "Marco Caldwell",
"
IntroducerBestJobCorpLevelCompanyName": "Our Company",
"
IntroducerBestJobMatchedCompanyName": "Our Company",
"IntroducerBestJobTitleText": "CEO",
"JobTitleText": "Chief Operating Officer",
"JobCoNameText": "Acme Laboratories LLC"
}
],
"page_start": 1,
"page_end": 2,
"total_item_count": 2,
"
are_more": false
}
}

End users can access this data at any time from any device via the mobile friendly web app, and the API can be to fetch and render the data inside other internal apps, or for use by data science teams.

DotAlign Cloud offers a powerful search over People and Companies. You can search for a person by name, email address, job title or company affiliation. Similarly you can search for a company by name or domain.

Combined with the powerful identity model in DotAlign Cloud, search becomes a powerful tool. For example, to find all CEOs in your network, simply search for "CEO" in the people list.



As with all other functionality, search is available in the app or via the API, and so it can be invoked by end users of the DotAlign Cloud app or via the API from other internal apps.

Batch analysis

Person and company profiles can be accessed one at a time via the app or the API. However some use cases call for batch analysis of people or company relationships. For example, a portfolio company may send a list of 1000 companies to request sales introductions. DotAlign Cloud allows users to submit such a list and instantly get a detailed and comprehensive relationship report for each company or person.

As with all functionality, batch analysis is accessible via the app or the API.

Compliance and Privacy

DotAlign Cloud uses many security features to secure data and app access (including integration with Azure Active Directory). To begin with it is deployed on your Azure tenant and so employees of DotAlign, Inc. have no access to any aspect of the solution. Besides that, DotAlign Cloud also has a very strong privacy model where every contributor's data is stored in a separate partition within the database, not co-mingled with data from other contributors.

Only certain derived insights are shared into the common space, and what information is shared can be controlled by the data contributor. The sharing levels allow contributors to share relationships but not contact information for example. Our goal is to capture human sensibilities around sharing sensitive relationship data.

Furthermore, each piece of shared data has full auditability back to its source. This is especially important because it allows DotAlign Cloud to respond to events where share settings are changed, or in some cases, where data is altogether revoked. Within a short period of time DotAlign Cloud incorporates any changes in data availability to re-compute the composite picture of people and companies. This is especially useful for compliance with regulations such as GDPR and CCPA.


How Did We Do?