Notifying a user about relevant data for opportunities

A computer program product for automatically notifying a user about relevant data for record structures in a customer relationship management (CRM) system, comprising:

• a tangible computer readable storage medium, said tangible computer readable storage medium comprising computer readable program code embodied therewith, said computer readable program code comprising program instructions that, when executed, causes a processor to:
• obtain, from a database of the CRM system, record structures, each record structure comprising a number of fields of metadata;
• with the processor of the CRM system reduce a number of record structures that are compared against a target record structure by:
• determining a maturity level for each obtained record structure;
• responsive to a determination that a first record structure is more mature than a target record structure, selecting the first record structure to be presented to the analyzing engine for comparison with the target record structure to the analyzing engine as part of a reduced set, the reduced set comprising record structures that are more mature than the target record structure;
• and
• responsive to a determination that a second record structure is less mature than the target record structure, excluding the second record structure from being presented to the analyzing engine as part of the reduced set;
• with the processor of the CRM system, analyze metadata associated with the reduced set of record structures including comparing the metadata from more mature record structures with metadata from the target record structure to identify related record structures;
• with the processor of the CRM system, determine a common footprint between related record structures at different maturity levels, based on overlapping metadata;
• identify with the processor of the CRM system, based on the patterns discovered by the analyzing, correlations for the record structures that identify when data from a more mature record structure is determined as relevant to a less mature record structure;
• receive a user-proposed template for the less mature record structure based on the correlations and patterns of metadata between the less mature record structure and the more mature opportunities, wherein the templated comprises pre-population of the less mature record structure template with information based on the correlations;
• notify with the processor of the CRM system and via at least one of an email, user interface, text message, alert, widget, or program notification, based on the correlations, a user associated with the less mature record structure of:
• the relevant data from the more mature record structure that was determined as relevant for the less mature record structure so that the relevant data from the more mature record structure is made available to the user to guide progress in the less mature record structure;
• and
• a relevant percentage indicating a relevance for the relevant data.

A customer relationship management (CRM) system for automatically notifying a user about relevant data for record structures, the system comprising a processor and memory with instructions for the processor to implement:

• a determining engine of the CRM system to reduce a number of record structures that are compared against a target record structure by:
• determining a maturity level for each of a plurality of record structures, each record structure comprising a number of fields of metadata;
• responsive to a determination that a first record structure is more mature than a target record structure, selecting the first record structure to be presented to the analyzing engine for comparison with the target record structure as part of a reduced set, the reduced set comprising record structures that are more mature than the target record structure;
• and
• responsive to a determination that a second record structure is less mature than the target record structure, excluding the second record structure from being presented to the analyzing engine as part of the reduced set;
• an analyzing engine of the CRM system to analyze the metadata associated with the reduced set of record structures including comparing metadata of just the more mature record structure with metadata of the target record structure to:
• detect metadata overlap between metadata of the more mature record structure with metadata of the target record structure;
• identify patterns indicating a relation between the more mature record structure and the less mature record structure;
• and
• determine a common footprint, based on overlapping metadata, between the more mature record structure and the less mature record structure;
• an identifying engine of the CRM system to:
• identify, based on the patterns discovered by the analyzing engine:
• correlations between the more mature record structure and the less mature record structure;
• and
• data from the more mature record structure that is relevant to the less mature record structure;
• apply a tag to the more mature record structure as potentially more relevant to the less mature record structure;
• a user interface of the CRM system with tools for the user to generate a template for the less mature record structure based on the correlations and patterns of metadata between the less mature record structure and the more mature record structures;
• a notifying engine of the CRM system to:
• notify, via at least one of an email, user interface, text message, alert, widget, or program notification, the user who is associated with the less mature record structure, of:
• the relevant data from the more mature record structure that was determined as relevant for the less mature record structure by the analyzing engine such that the relevant data from the more mature record structure is made available to the user to guide progress in the less mature record structure;
• and
• a relevant percentage indicating a relevance of the relevant data;
• and
• an updating engine of the CRM system to update the database with the correlations and the relevant data associated with the less mature record structure to prevent constant database analysis.