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1. 发明授权

US11727033B1 System and method for updating CRM data 有权
公开(公告)号：US11727033B1
公开(公告)日：2023-08-15
申请号：US17092127
申请日：2020-11-06
申请人： Veeva Systems Inc.
发明人： Benjamin Steven Thomas , Povilas Petkevicius , Ryan Andrew Brennan
IPC分类号： G06F16/26 , G06F16/23 , G06F16/28
CPC分类号： G06F16/26 , G06F16/235 , G06F16/2365 , G06F16/287
摘要： Systems and methods for presenting CRM data. Users may configure what to display on a custom report and how to arrange and display the content (e.g., size, color, theme), so that they can visualize the CRM data the way they want. A data visualization interface may be used to generate the custom report, and may use HTML to specify the CRM data to be displayed and their location on the custom report according to user configuration. The data visualization interface may use JavaScript for specifying the objects and fields users want to query to obtain the CRM data to fill up the custom report. An API may communicate with the JavaScript in the data visualization interface and then query data and objects in the CRM to get a result set. The API may be a unified API which may work across multiple platforms and query various types of database, e.g., iOS, Windows, and the browser for Salesforce online. Users may edit the CRM data displayed in the custom report.

2. 发明授权

US11544241B1 System and method for generating and managing pseudo data fields in CRM 有权
公开(公告)号：US11544241B1
公开(公告)日：2023-01-03
申请号：US17246514
申请日：2021-04-30
申请人： Veeva Systems Inc.
发明人： Arno Sosna , Povilas Petkevicius , Camila Muse
IPC分类号： G06F17/00 , G06F3/0482 , G06F3/0484 , G06F16/21 , G06Q30/00 , G06F16/28 , G06F21/62
摘要： Systems and methods for generating a pseudo data field in a CRM system to allow end users to generate and manage pseudo data fields for account objects in the CRM system, which may behave like actual data fields of account objects in the CRM system but live outside the CRM account. The present invention uses a data model that includes two objects to allow end users to generate and manage the pseudo data fields. One of the objects is pseudo data field configuration object, which may be used to configure the pseudo data fields that should be made available to end users. The other object is pseudo data field object which may be used to record user responses or values users use to populate the pseudo data field.

3. 发明授权

US11023667B1 System and method for generating and managing pseudo data fields in CRM 有权
公开(公告)号：US11023667B1
公开(公告)日：2021-06-01
申请号：US16724086
申请日：2019-12-20
申请人： Veeva Systems Inc.
发明人： Arno Sosna , Povilas Petkevicius , Camila Muse
IPC分类号： G06F16/957 , G06F19/00 , G06F17/30 , G06F40/174 , G06F3/0481 , G06F9/451 , G06Q10/10
摘要： Systems and methods for generating a pseudo data field in a CRM system to allow end users to generate and manage pseudo data fields for account objects in the CRM system, which may behave like actual data fields of account objects in the CRM system but live outside the CRM account. The present invention uses a data model that includes two objects to allow end users to generate and manage the pseudo data fields. One of the objects is pseudo data field configuration object, which may be used to configure the pseudo data fields that should be made available to end users. The other object is pseudo data field object which may be used to record user responses or values users use to populate the pseudo data field.

4. 发明申请

US20160034550A1 System and method for enterprise data management 有权
标题翻译：企业数据管理系统与方法
公开(公告)号：US20160034550A1
公开(公告)日：2016-02-04
申请号：US14450123
申请日：2014-08-01
申请人： Veeva Systems Inc.
发明人： Doug Ostler , Abhay Pimprikar , David Wright , Jay Hartley , Povilas Petkevicius , Sadhana Jain
IPC分类号： G06F17/30
CPC分类号： G06F17/30581 , G06F17/30289 , G06F17/30566 , G06F17/30578
摘要： Systems and methods for managing, integrating and synchronizing data from a number of different sources for an enterprise. A Master Data Management (“MDM”) system may be used to hold and manage the enterprise's data, and a data integration server may be used to facilitate communications between the MDM system and other data sources, e.g., a CRM. The MDM system may store the enterprise's data as customer master data, which may include data from the enterprise's internal sources, data from the MDM provider, data from other data providers, and a Golden Record consolidated from such data. A data steward service may be used to maintain the customer master data and make it accurate and up-to-date. Users may directly search the customer master data in the MDM system, and may also update the CRM with the customer master data.
摘要翻译：用于管理，集成和同步来自企业的多个不同来源的数据的系统和方法。可以使用主数据管理（“MDM”）系统来保存和管理企业的数据，并且可以使用数据集成服务器来促进MDM系统和其他数据源（例如CRM）之间的通信。 MDM系统可以将企业的数据存储为客户主数据，其中可能包括来自企业内部来源的数据，来自MDM提供商的数据，来自其他数据提供者的数据以及从这些数据合并的黄金记录。可以使用数据管家服务来维护客户主数据并使其准确和最新。用户可以直接在MDM系统中搜索客户主数据，还可以使用客户主数据更新CRM。

5. 发明授权

US09773037B2 System and method for updating data in CRM 有权
公开(公告)号：US09773037B2
公开(公告)日：2017-09-26
申请号：US14702307
申请日：2015-05-01
申请人： Veeva Systems Inc.
发明人： Uri Reich , Pengfei Liu , Arno Sosna , Povilas Petkevicius , Edward Gee , David Wright , Jay H Hartley , Sadhana Jain , Abhay Pimprikar
IPC分类号： G06F17/00 , G06F17/30 , G06Q30/00 , G06F3/0481 , G06F17/24 , G06F3/0484
CPC分类号： G06F17/30365 , G06F3/04817 , G06F3/0484 , G06F17/24 , G06F17/241 , G06F17/30371 , G06Q30/01
摘要： Systems and methods for processing user requests for updating data in a CRM system. When a user requests to update data in the CRM system, it is determined if the requested data change involves a DCR-controlled field. If yes, the requested data change may be routed to the MDM system for validation first and the data change may not be used to update the CRM until the validation is successful. If the requested data change does not involve any DCR-controlled field, it may update the CRM immediately.

6. 发明申请

US20160321314A1 System and method for updating data in CRM 有权
标题翻译：在CRM中更新数据的系统和方法
公开(公告)号：US20160321314A1
公开(公告)日：2016-11-03
申请号：US14702307
申请日：2015-05-01
申请人： Veeva Systems Inc.
发明人： Uri Reich , Pengfei Liu , Arno Sosna , Povilas Petkevicius , Edward Gee , David Wright , Jay H Hartley , Sadhana Jain , Abhay Pimprikar
IPC分类号： G06F17/30 , G06F3/0484 , G06F17/24 , G06Q30/00 , G06F3/0481
CPC分类号： G06F17/30365 , G06F3/04817 , G06F3/0484 , G06F17/24 , G06F17/241 , G06F17/30371 , G06Q30/01
摘要： Systems and methods for processing user requests for updating data in a CRM system. When a user requests to update data in the CRM system, it is determined if the requested data change involves a DCR-controlled field. If yes, the requested data change may be routed to the MDM system for validation first and the data change may not be used to update the CRM until the validation is successful. If the requested data change does not involve any DCR-controlled field, it may update the CRM immediately.
摘要翻译：用于处理在CRM系统中更新数据的用户请求的系统和方法。当用户请求更新CRM系统中的数据时，确定所请求的数据更改是否涉及DCR控制的字段。如果是，请求的数据更改可以首先路由到MDM系统进行验证，并且数据更改可能不会用于更新CRM，直到验证成功。如果请求的数据更改不涉及任何DCR控制的字段，则可能会立即更新CRM。

7. 发明授权

US09298796B2 System and method for enterprise data management 有权
公开(公告)号：US09298796B2
公开(公告)日：2016-03-29
申请号：US14450123
申请日：2014-08-01
申请人： Veeva Systems Inc.
发明人： Douglas Ostler , Abhay Pimprikar , David Wright , Jay Hartley , Povilas Petkevicius , Sadhana Jain
IPC分类号： G06F17/30
CPC分类号： G06F17/30581 , G06F17/30289 , G06F17/30566 , G06F17/30578
摘要： Systems and methods for managing, integrating and synchronizing data from a number of different sources for an enterprise. A Master Data Management (“MDM”) system may be used to hold and manage the enterprise's data, and a data integration server may be used to facilitate communications between the MDM system and other data sources, e.g., a CRM. The MDM system may store the enterprise's data as customer master data, which may include data from the enterprise's internal sources, data from the MDM provider, data from other data providers, and a Golden Record consolidated from such data. A data steward service may be used to maintain the customer master data and make it accurate and up-to-date. Users may directly search the customer master data in the MDM system, and may also update the CRM with the customer master data.

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