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公开(公告)号：US08577959B2
公开(公告)日：2013-11-05
申请号：US12828355
申请日：2010-07-01
申请人： Prabhat Kumar Pandey , Abhishek Kumar Gupta , Sandhya Vankamamidi , Sutirtha Saha , Kulo Rajasekaran , David Robert Shutt , Derik Bjorn Stenerson , Niraj Yadav , Ramesh Prasad Pandey , Sharad Sharma
发明人： Prabhat Kumar Pandey , Abhishek Kumar Gupta , Sandhya Vankamamidi , Sutirtha Saha , Kulo Rajasekaran , David Robert Shutt , Derik Bjorn Stenerson , Niraj Yadav , Ramesh Prasad Pandey , Sharad Sharma
IPC分类号： G06F15/16
CPC分类号： G06Q10/109
摘要： Concepts and technologies are described herein for managing recurring appointments without losing historical data associated with the recurring appointments. In accordance with the concepts and technologies disclosed herein, a recurring appointment definition can be modified without deleting the recurring appointment definition and/or losing exceptions, notes, and/or other data associated with the recurring appointment definition. Additionally, the concepts and technologies disclosed herein allow the modification of an existing recurring appointment definition without creating a new recurring appointment definition. Thus, synchronization between rules-based calendaring applications and expansion-based calendaring applications can be accomplished without creating multiple instances of related recurring appointments created due to modifications of the recurring appointment definition.
摘要翻译： 这里描述了管理定期约会的概念和技术，而不丢失与循环约会相关联的历史数据。 根据本文公开的概念和技术，可以修改循环约会定义而不删除循环约会定义和/或丢失与循环约会定义相关联的异常，注释和/或其他数据。 此外，本文公开的概念和技术允许修改现有的循环约会定义，而不创建新的定期约会定义。 因此，可以实现基于规则的日历应用程序和基于扩展的日历应用程序之间的同步，而不会创建由于定期约定定义的修改而创建的相关重复约会的多个实例。
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公开(公告)号：US20120005261A1
公开(公告)日：2012-01-05
申请号：US12828355
申请日：2010-07-01
申请人： Prabhat Kumar Pandey , Abhishek Kumar Gupta , Sandhya Vankamamidi , Sutirtha Saha , Kulo Rajasekaran , David Robert Shutt , Derik Bjorn Stenerson , Niraj Yadav , Ramesh Prasad Pandey , Sharad Sharma
发明人： Prabhat Kumar Pandey , Abhishek Kumar Gupta , Sandhya Vankamamidi , Sutirtha Saha , Kulo Rajasekaran , David Robert Shutt , Derik Bjorn Stenerson , Niraj Yadav , Ramesh Prasad Pandey , Sharad Sharma
IPC分类号： G06F15/16
CPC分类号： G06Q10/109
摘要： Concepts and technologies are described herein for managing recurring appointments without losing historical data associated with the recurring appointments. In accordance with the concepts and technologies disclosed herein, a recurring appointment definition can be modified without deleting the recurring appointment definition and/or losing exceptions, notes, and/or other data associated with the recurring appointment definition. Additionally, the concepts and technologies disclosed herein allow the modification of an existing recurring appointment definition without creating a new recurring appointment definition. Thus, synchronization between rules-based calendaring applications and expansion-based calendaring applications can be accomplished without creating multiple instances of related recurring appointments created due to modifications of the recurring appointment definition.
摘要翻译： 这里描述了管理定期约会的概念和技术，而不丢失与循环约会相关联的历史数据。 根据本文公开的概念和技术，可以修改循环约会定义而不删除循环约会定义和/或丢失与循环约会定义相关联的异常，注释和/或其他数据。 此外，本文公开的概念和技术允许修改现有的循环约会定义，而不创建新的定期约会定义。 因此，可以实现基于规则的日历应用程序和基于扩展的日历应用程序之间的同步，而不会创建由于定期约定定义的修改而创建的相关重复约会的多个实例。
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公开(公告)号：US20120166244A1
公开(公告)日：2012-06-28
申请号：US12980152
申请日：2010-12-28
申请人： Hemant Raj , Sandhya Vankamamidi , Sutirtha Saha , Prabhat Kumar Pandey , Manish Arora , Devansh Dikshit , Subramanian Janardanan , Nitin Mukhija , Suhas H. Deshmukh , Ramesh Prasad Pandey , Vishal Srivastav , Priyesh Suman , Steven H. Kaplan
发明人： Hemant Raj , Sandhya Vankamamidi , Sutirtha Saha , Prabhat Kumar Pandey , Manish Arora , Devansh Dikshit , Subramanian Janardanan , Nitin Mukhija , Suhas H. Deshmukh , Ramesh Prasad Pandey , Vishal Srivastav , Priyesh Suman , Steven H. Kaplan
IPC分类号： G06Q10/00
CPC分类号： G06Q10/06311 , G06Q30/016
摘要： Not-started CRM dialogs are described to facilitate dialog management in a cooperative manner between a CRM system and a client. A workflow defining a set of actions to complete for a business process can trigger a dialog in a “not-started” state and assign the dialog to a particular user. Pending completion of the dialog, the workflow can be paused or continue in the background to a designated stopping point. The dialog that is assigned can appear in a list of scheduled/pending tasks for the particular user and can include a link or other functionality to resume the dialog. Selection of the dialog from the task list can cause the dialog to resume to an “in-progress” state and the status of the dialog can be updated. Thereafter, the workflow can detect completion of the dialog and continue with further actions to complete the business process.
摘要翻译： 描述未启动的CRM对话框，以便在CRM系统和客户端之间以协作的方式促进对话管理。 定义要为业务流程完成的一组操作的工作流可以触发“未启动”状态的对话框，并将对话框分配给特定用户。 在完成对话之前，工作流可以在后台暂停或继续到指定的停靠点。 分配的对话框可以显示在特定用户的计划/挂起任务的列表中，并且可以包括链接或其他功能来恢复对话。 从任务列表中选择对话框可能导致对话框恢复到“进行中”状态，可以更新对话框的状态。 此后，工作流可以检测对话框的完成，并继续进行进一步的操作来完成业务流程。
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公开(公告)号：US08682936B2
公开(公告)日：2014-03-25
申请号：US12969232
申请日：2010-12-15
CPC分类号： G06F17/30607
摘要： Techniques for an inherited entity storage model are described that can be employed to implement inherited entity management for a CRM system. In at least some embodiments, input can be obtained to create a custom entity that is based at least in part upon a parent entity. The custom entity is created to inherit the parent entity according to an inheritance relationship established between the entities. To do so, the custom entity is created from the parent entity in a common table with the parent entity using some common fields and defining custom fields as appropriate. Data for the entities is then stored via the common table. This approach can reduce storage requirements, enable unified searching, and speed up data operations. Further, back-end business logic associated with parent entity in the CRM system can be automatically applied to the custom entity based upon the inheritance relationship established between the entities.
摘要翻译： 描述了可以用于为CRM系统实现继承实体管理的继承实体存储模型的技术。 在至少一些实施例中，可以获得输入以创建至少部分地基于父实体的自定义实体。 创建自定义实体以根据实体之间建立的继承关系继承父实体。 为了做到这一点，自定义实体是从一个公共表中的父实体创建的，父实体使用一些常用字段，并酌情定义自定义字段。 然后通过公用表存储实体的数据。 这种方法可以减少存储需求，实现统一搜索，加快数据操作。 此外，与CRM系统中的父实体相关联的后端业务逻辑可以基于实体之间建立的继承关系自动地应用于自定义实体。
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公开(公告)号：US20120150751A1
公开(公告)日：2012-06-14
申请号：US12967877
申请日：2010-12-14
申请人： Prabhat Kumar Pandey , Gonzalo Ruiz
发明人： Prabhat Kumar Pandey , Gonzalo Ruiz
IPC分类号： G06Q10/00
CPC分类号： G06Q10/103
摘要： Techniques for a dialog page interaction model are described to implement dialog management for a customer relationship management (CRM) system. A workflow defining a set of actions to complete for a business process record can trigger a dialog that includes pages having a set of interactive activities. In a metadata generation mode, the CRM system can construct the page using state information that is stored as client data in one or more databases. The CRM system can also create a bookmark for the workflow in connection with the page that can be employed to resume the workflow. In a response delivery mode, the CRM system can resume the workflow to the bookmark position. To do so, the CRM system can employ the bookmark and stored state data to set the workflow to conditions and values defined by the bookmark.
摘要翻译： 描述对话页面交互模型的技术来实现客户关系管理（CRM）系统的对话管理。 定义要为业务流程记录完成的一组操作的工作流可以触发包含具有一组交互式活动的页面的对话。 在元数据生成模式中，CRM系统可以使用在一个或多个数据库中作为客户机数据存储的状态信息来构造页面。 CRM系统还可以创建与可以用于恢复工作流的页面相关的工作流的书签。 在响应传递模式下，CRM系统可以将工作流程恢复到书签位置。 为此，CRM系统可以使用书签和存储状态数据将工作流设置为书签定义的条件和值。
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公开(公告)号：US20120158757A1
公开(公告)日：2012-06-21
申请号：US12969232
申请日：2010-12-15
IPC分类号： G06F17/30
CPC分类号： G06F17/30607
摘要： Techniques for an inherited entity storage model are described that can be employed to implement inherited entity management for a CRM system. In at least some embodiments, input can be obtained to create a custom entity that is based at least in part upon a parent entity. The custom entity is created to inherit the parent entity according to an inheritance relationship established between the entities. To do so, the custom entity is created from the parent entity in a common table with the parent entity using some common fields and defining custom fields as appropriate. Data for the entities is then stored via the common table. This approach can reduce storage requirements, enable unified searching, and speed up data operations. Further, back-end business logic associated with parent entity in the CRM system can be automatically applied to the custom entity based upon the inheritance relationship established between the entities.
摘要翻译： 描述了可以用于为CRM系统实现继承实体管理的继承实体存储模型的技术。 在至少一些实施例中，可以获得输入以创建至少部分地基于父实体的自定义实体。 创建自定义实体以根据实体之间建立的继承关系继承父实体。 为了做到这一点，自定义实体是从一个公共表中的父实体创建的，父实体使用一些常用字段，并酌情定义自定义字段。 然后通过公用表存储实体的数据。 这种方法可以减少存储需求，实现统一搜索，加快数据操作。 此外，与CRM系统中的父实体相关联的后端业务逻辑可以基于实体之间建立的继承关系自动地应用于自定义实体。
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