发明名称 Systems and methods for database records management
摘要 One exemplary aspect comprises a method comprising: (a) storing, in a first database, data specific to a client; (b) based on the data, identifying with a processing system comprising one or more processors one or more fields of a record to be updated in a second database managed by the client; (c) obtaining write-only access to one or more fields of the identified one or more fields of the record; and (d) updating, based on the data stored in the first database, one or more fields of the identified one or more fields of the record in the second database.
申请公布号 US9454543(B1) 申请公布日期 2016.09.27
申请号 US201213465177 申请日期 2012.05.07
申请人 Rollag Jason Bryan 发明人 Rollag Jason Bryan
分类号 G06F7/00;G06F17/30 主分类号 G06F7/00
代理机构 Cowan, Liebowitz & Latman, P.C. 代理人 Cowan, Liebowitz & Latman, P.C. ;Underwood Steven D.
主权项 1. A method comprising: based on data specific to a client, and stored in a host database, identifying with a processing system associated with said host database and comprising one or more processors one or more fields of a record to be updated in a client database managed by said client and to which said client has read and write access, wherein host CRM (Client Relationship Management Software) and the Client CRM linked via a holding CRM where data is stored and downloaded and permissions regarding what data the Client has access to and for how long this access is allowed is held wherein any changes made to said record in said client database are noted in a field of a note section of said record with time stamp to reconcile client data with host data, wherein, for said processing system, read access is not provided to any fields of said record in said client database, wherein, for said processing system, write access is provided only to a subset of the fields of said record in said client database, and for at least one field in said record in said client database neither read nor write access is provided, and wherein said subset of the fields of said record to which write access is provided includes said identified one or more fields to be updated; and updating, based on said data stored in said host database, one or more fields of said identified one or more fields of said record in said client database, wherein the updating is performed by copying deleted information, creating missing or new information and making invisible out of scope information, wherein said updating is performed only in response to a request from said client, and wherein said write-only access to said client database is obtained via a plug-in to software managing said client database.
地址 London GB