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US 10,896,170 B2Granted
Automated workflow integration of data from multiple data sources
AssigneeMicrosoft Technology Licensing, LLC
InventorsLuke Braud, Derek E. Lyons, Christian Marenbach, Baran Salih Nohutcuoglu, Vikram H. Patil
Life of this patent
Estimating the term…
Abstract
Techniques for integrating data from multiple data sources with a transaction-related workflow are provided. The disclosed techniques include, in response to determining that a contact record was retrieved from a second data source, concurrently with the assigning of a role to the contact record, instantiating a version of the contact record in a first data source using data obtained from the second data source.
Claims20
A system comprising:
- one or more processors;
- one or more storage media storing instructions which, when executed by the one or more processors, cause:
- causing a display device to display a first view that comprises status information associated with a transaction involving an entity;
- detecting selection of an interactive element in the first view;
- determining an entity identifier associated with the interactive element;
- using the entity identifier, formulating a first query to retrieve a first set of contact records from a customer relationship management (CRM) system data source accessible over a communication network;
- using the entity identifier, formulating a second query to retrieve a second set of contact records from a social network data source accessible over the communication network;
- executing the first query on the CRM system data source and the second query on the social network data source;
- causing the display device to display a second view that comprises at least one contact record of the first set of contact records and at least one contact record of the second set of contact records;
- detecting an interaction involving a contact record of the second view and a role window;
- based on the interaction, determining metadata associated with the role window;
- based on the metadata, assigning, to the contact record, a role of a plurality of roles associated with the transaction;
- determining whether the contact record was retrieved from the social network data source or the CRM system data source;
- in response to determining that the contact record was retrieved from the social network data source, instantiating a version of the contact record in the CRM system data source using data obtained from the social network data source and data associated with the role assigned to the contact record based on the metadata;
- in response to determining that the contact record was retrieved from the CRM system data source, updating the contact record in the CRM data source to include data associated with the role assigned to the contact record based on the metadata.
12 more elements
One or more non-transitory computer-readable storage media comprising instructions which, when executed by one or more processors, cause:
- detecting selection of an entity identifier in a first view of status information associated with an entity involved in a transaction, wherein the first view is displayed by a display device;
- using the entity identifier, formulating a query to retrieve a set of contact records from a first data source accessible over a communication network;
- executing the query;
- causing, to be displayed by the display device, a second view that comprises the set of contact records;
- detecting an interaction involving a contact record of the set of contact records in the second view and a role window;
- based on the interaction, determining metadata associated with the role window;
- based on the metadata, assigning, to the contact record, a role of a plurality of roles associated with the transaction;
- determining whether the contact record was retrieved from a first data source or a second data source;
- in response to determining that the contact record was retrieved from the first data source, instantiating a version of the contact record in the second data source using data obtained from the first data source and data associated with the role assigned to the contact record based on the metadata;
- in response to determining that the contact record was retrieved from the second data source, updating the contact record in the second data source to include data associated with the role assigned to the contact record based on the metadata.
7 more elements
A method comprising:
- causing to display, by a display device, a first view that comprises status information associated with a transaction involving an entity;
- detecting selection of an interactive element in the first view;
- determining an entity identifier associated with the interactive element;
- using the entity identifier, formulating a first query to retrieve a first set of contact records from a first data source accessible over a communication network;
- using the entity identifier, formulating a second query to retrieve a second set of contact records from a second data source accessible over the communication network, wherein the first data source and the second data source are heterogeneous data sources;
- executing the first query on the first data source and the second query on the second data source;
- causing to display, by the display device, a second view that comprises at least one contact record of the first set of contact records and at least one contact record of the second set of contact records;
- detecting an interaction involving a contact record in the second view and a role window;
- based on the interaction, determining metadata associated with the role window;
- based on the metadata, assigning, to the contact record, a role of a plurality of roles associated with the transaction;
- determining whether the contact record was retrieved from the first data source or the second data source;
- in response to determining that the contact record was retrieved from the second data source, instantiating a version of the contact record in the first data source using data obtained from the second data source and and data associated with the role assigned to the contact record based on the metadata;
- in response to determining that the contact record was retrieved from the first data source, updating the contact record in the first data source to include data associated with the role assigned to the contact record based on the metadata;
- wherein the method is performed by one or more computing devices.
11 more elements
Dependencies are inferred from the claim text.