System and method for updating data in CRM

摘要

Systems and methods for processing user requests for updating data in a CRM system. When a user requests to update data in the CRM system, it is determined if the requested data change involves a DCR-controlled field. If yes, the requested data change may be routed to the MDM system for validation first and the data change may not be used to update the CRM until the validation is successful. If the requested data change does not involve any DCR-controlled field, it may update the CRM immediately.

主权项

1. A computer-implemented method for processing user requests for updating data in a customer relationship management (“CRM”) system, the method comprising:
displaying a first user interface for receiving user requests for updating data in the CRM system, wherein the first user interface comprises a first data input area and a second data input area corresponding to a first data field and a second data field respectively; displaying a first icon for indicating that the first data field is a data change request (“DCR”)-controlled field; receiving a first user request for a first data change in the first data field; generating a first data change request, wherein the first data change request comprises a first DCR line for the first data change; and sending the first data change request to a master data management (“MDM”) system to validate the first data change.