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    • 1. 发明授权
    • Agency management system and content management system integration
    • 代理管理系统和内容管理系统集成
    • US09384198B2
    • 2016-07-05
    • US13004572
    • 2011-01-11
    • Derrick BrownRoger BlairSteven FinchIgor WolbersGerald TaylorAleksey Cherkasov
    • Derrick BrownRoger BlairSteven FinchIgor WolbersGerald TaylorAleksey Cherkasov
    • G06F17/30
    • G06F17/30082G06F17/30091G06F17/30115
    • An agency management and content management integration system links agency management system domain entities (such as clients, policies, claims, vendors) to content management system content hierarchical structures (such as client files, policy folders, claims folders, vendor files). End users can quickly navigate to the appropriate content management system structure or structures when working with an entity in the agency management system via button integration. The agency management and content management integration system automatically creates and updates the content management system when changes are made to the agency management system. This may include providing multiple mappings between the entities of the insurance agency management system and content hierarchical structures, a preview of changes to the content hierarchical structures, a testing environment to test the content hierarchical structure changes, and troubleshooting logs resulting from testing of the content hierarchical structure. Also provided are systems to create appropriate initial content management system hierarchical structures when the agency management system already exists, and to update existing structures en masse if desired.
    • 代理管理和内容管理集成系统将代理管理系统域实体(如客户端,策略,索赔,供应商)链接到内容管理系统内容分层结构(如客户端文件,策略文件夹,声明文件夹,供应商文件)。 最终用户可以通过按钮集成与代理商管理系统中的实体一起快速导航到适当的内容管理系统结构或结构。 代理管理和内容管理集成系统在对代理管理系统进行更改时自动创建和更新内容管理系统。 这可能包括在保险代理管理系统的实体和内容分层结构之间提供多个映射,对内容分层结构的改变的预览,测试内容分层结构变化的测试环境以及对内容测试产生的日志进行故障排除 层次结构。 还提供了当代理管理系统已经存在时创建适当的初始内容管理系统层次结构的系统,并且如果需要,则大量更新现有结构。
    • 2. 发明申请
    • AGENCY MANAGEMENT SYSTEM AND CONTENT MANAGEMENT SYSTEM INTEGRATION
    • 机构管理系统和内容管理系统集成
    • US20120150919A1
    • 2012-06-14
    • US13004572
    • 2011-01-11
    • Derrick BrownRoger BlairSteven FinchIgor WolbersGerald TaylorAleksey Cherkasov
    • Derrick BrownRoger BlairSteven FinchIgor WolbersGerald TaylorAleksey Cherkasov
    • G06F17/30
    • G06F17/30082G06F17/30091G06F17/30115
    • An agency management and content management integration system links agency management system domain entities (such as clients, policies, claims, vendors) to content management system content hierarchical structures (such as client files, policy folders, claims folders, vendor files). End users can quickly navigate to the appropriate content management system structure or structures when working with an entity in the agency management system via button integration. The agency management and content management integration system automatically creates and updates the content management system when changes are made to the agency management system. This may include providing multiple mappings between the entities of the insurance agency management system and content hierarchical structures, a preview of changes to the content hierarchical structures, a testing environment to test the content hierarchical structure changes, and troubleshooting logs resulting from testing of the content hierarchical structure. Also provided are systems to create appropriate initial content management system hierarchical structures when the agency management system already exists, and to update existing structures en masse if desired.
    • 代理管理和内容管理集成系统将代理管理系统域实体(如客户端,策略,索赔,供应商)链接到内容管理系统内容分层结构(如客户端文件,策略文件夹,声明文件夹,供应商文件)。 最终用户可以通过按钮集成与代理商管理系统中的实体一起快速导航到适当的内容管理系统结构或结构。 代理管理和内容管理集成系统在对代理管理系统进行更改时自动创建和更新内容管理系统。 这可能包括在保险代理管理系统的实体和内容分层结构之间提供多个映射,对内容分层结构的改变的预览,测试内容分层结构变化的测试环境以及对内容测试产生的日志进行故障排除 层次结构。 还提供了当代理管理系统已经存在时创建适当的初始内容管理系统层次结构的系统,并且如果需要,则大量更新现有结构。
    • 3. 发明申请
    • Method, apparatus and computer-readable medium to provide customized classification of documents in a file management system
    • 方法,装置和计算机可读介质,以在文件管理系统中提供文档的定制分类
    • US20070244921A1
    • 2007-10-18
    • US11783909
    • 2007-04-13
    • Roger Blair
    • Roger Blair
    • G06F7/00
    • G06Q10/101G06F16/1873G06F16/48G06F16/93
    • A customizable file template for use in a document or file management system to control how document files are classified, imported, and/or retrieved from the system. The method, as well as a corresponding apparatus and computer-readable medium, enables an administrator to generate a custom classification tree unique to his or her business enterprise by providing a user interface from which to select folder types and subclassifying document types for selected folder types. Editable folder types and document types are provided in respective regions of a graphical user interface. Selected folder and document types are placed into a scratchpad area of the graphical user interface to build the customized file tree. The customized classification tree is stored for subsequent use by a classifier to classify and import files into the document management system, and/or by an end user to access and view stored files arranged according to the customized file tree.
    • 用于文档或文件管理系统的可自定义文件模板,用于控制如何从系统分类,导入和/或检索文档文件。 该方法以及对应的装置和计算机可读介质使得管理员能够通过提供从其选择文件夹类型并将所选文件夹类型的文档类型分类的用户界面来生成他或她的商业企业特有的自定义分类树 。 可编辑的文件夹类型和文档类型在图形用户界面的相应区域中提供。 所选的文件夹和文档类型放置在图形用户界面的暂存区域中以构建定制的文件树。 存储定制的分类树以供分类器随后使用以将文件分类和导入文档管理系统,和/或由最终用户访问和查看根据定制的文件树排列的存储文件。