# US 2021/0240699 A1 · Method and System for Managing a New Record

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- Number: US 2021/0240699 A1
- Document ID: US20210240699A1
- Status: Published application
- Kind: A1
- Application number: 17/049,473
- Filed: 2019-04-15
- Published: 2021-08-05
- Earliest claimed: 2018-04-23
- Assignees: Trident Corporate Services (Singapore) PTE Limited as Trustee for the Oneplace Unit Trust
- Applicants: Trident Corporate Services (Singapore) PTE Limited as Trustee for the Oneplace Unit Trust
- Inventors: Timothy Julien SMITH
- Web page: https://patentgrep.com/patent/US20210240699A1

## CPC

- G06F 16/2365: {Ensuring data consistency and integrity}
- G06F 16/2379: {Updates performed during online database operations; commit processing}
- G06F 7/14: Merging, i.e. combining at least two sets of record carriers each arranged in the same ordered sequence to produce a single set having the same ordered sequence
- G06F 16/215: Improving data quality; Data cleansing, e.g. de-duplication, removing invalid entries or correcting typographical errors
- G06F 16/245: Query processing
- G06F 16/2468: {Fuzzy queries}
- G06Q 10/10: Office automation; Time management
- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

A method and system of managing a new client record for a client record management system, including creating a new client record, comparing the new client record against at least an existing client record in a database, generating a table with a picklist, with the picklist presenting a suggested record, which is selected from an existing client record in the database, displaying the table and presenting the picklist for a confirmation by a user, and merging the new client record with the existing client record based on the confirmation by the user, where the picklist presents the suggested record based on a criterion, the criterion being a match in a field between the new client record and the suggested record.

## Claims

### Claim 1

A method for decreasing access time of client records, the method comprising:
creating, by at least one processor, a new client record;
comparing, by the at least one processor, the new client record against existing client records in a database;
generating, by the at least one processor, a table based on the comparing the new client record against the existing client records, wherein the table comprises a picklist configured to present an existing client record as a suggested record;
displaying, by the at least one processor, the picklist;
receiving, by the at least one processor, a confirmation for the suggested record in the picklist; and
merging, by the at least one processor, the new client record with the suggested record in response to the receiving the confirmation.

### Claim 2 (depends on 1)

The method of claim 1, wherein the picklist is further configured to present the suggested record based on a direct match in a field between the new client record and the suggested record.

### Claim 3 (depends on 1)

The method of claim 1, wherein the picklist is further configured to present the suggested record based on a partial match in a field between the new client record and the suggested record.

### Claim 4 (depends on 1)

The method of claim 1, wherein the picklist is further configured to present the suggested record based on a fuzzy comparison technique.

### Claim 5 (depends on 1)

The method of claim 1, wherein the picklist comprises an option for the suggested record, wherein the option is configured to cause the at least one processor to merge the suggested record with the new client record.

### Claim 6 (depends on 1)

The method of claim 1, wherein the table comprises a secondary picklist, wherein the secondary picklist is configured to present a suggested pipeline opportunity related to the suggested record.

### Claim 7 (depends on 6)

The method of claim 6, wherein the suggested pipeline opportunity is presented based on a criterion.

### Claim 8 (depends on 6)

The method of claim 6, wherein the secondary picklist comprises a secondary option beside the suggested pipeline opportunity, wherein the secondary option is configured to cause the at least one processor to link the suggested pipeline opportunity with the new client record.

### Claim 9

A system for decreasing access time of client records, the system comprising:
a memory; and
at least one processor coupled to the memory and configured to:
create a new client record;
compare the new client record against existing client records in a database;
generate a table based on the comparison, wherein the table comprises a picklist configured to present an existing client record as a suggested record;
display the picklist;
receive a confirmation for the suggested record in the picklist; and
merge the new client record with the suggested record in response to the receiving the confirmation.

### Claim 10 (depends on 9)

The system of claim 9, wherein the picklist comprises an option for the suggested record, wherein the option is configured to cause the at least one processor to merge the suggested record with the new client record.

### Claim 11 (depends on 9)

The system of claim 9, wherein the table comprises a secondary picklist, wherein the secondary picklist is configured to present a suggested pipeline opportunity related to the suggested record.

### Claim 12 (depends on 11)

The system of claim 11, wherein the suggested pipeline opportunity is presented based on a criterion.

### Claim 13 (depends on 11)

The system of claim 11, wherein the secondary picklist comprises a secondary option beside the suggested pipeline opportunity, wherein the secondary option is configured to cause the at least one processor to link the suggested pipeline opportunity with the new client record.

### Claim 14 (depends on 9)

The system of claim 9, wherein the picklist is further configured to present the suggested record based on a direct match in a field between the new client record and the suggested record.

### Claim 15 (depends on 9)

The system of claim 9, wherein the picklist is further configured to present the suggested record based on a partial match in a field between the new client record and the suggested record.

### Claim 16 (depends on 9)

The system of claim 9, wherein the picklist is further configured to present the suggested record based on a fuzzy comparison technique.

### Claim 17

A non-transitory computer-readable medium having instructions stored thereon that, when executed by at least one computing device, causes the at least one computing device to perform operations comprising:
creating a new client record;
comparing the new client record against existing client records in a database;
generating a table based on the comparing the new client record against the existing client records, wherein the table comprises a picklist configured to present an existing client record as a suggested record;
displaying the picklist;
receiving a confirmation for the suggested record in the picklist; and
merging the new client record with the suggested record in response to the receiving the confirmation.

### Claim 18 (depends on 17)

The non-transitory computer-readable medium of claim 17, wherein the picklist is further configured to present the suggested record based on a direct match in a field between the new client record and the suggested record.

### Claim 19 (depends on 17)

The non-transitory computer-readable medium of claim 17, wherein the picklist is further configured to present the suggested record based on a partial match in a field between the new client record and the suggested record.

### Claim 20 (depends on 17)

The non-transitory computer-readable medium of claim 17, wherein the picklist is further configured to present the suggested record based on a fuzzy comparison technique.