System and method for enterprise data management

摘要

Systems and methods for managing, integrating and synchronizing data from a number of different sources for an enterprise. A Master Data Management (“MDM”) system may be used to hold and manage the enterprise's data, and a data integration server may be used to facilitate communications between the MDM system and other data sources, e.g., a CRM. The MDM system may store the enterprise's data as customer master data, which may include data from the enterprise's internal sources, data from the MDM provider, data from other data providers, and a Golden Record consolidated from such data. A data steward service may be used to maintain the customer master data and make it accurate and up-to-date. Users may directly search the customer master data in the MDM system, and may also update the CRM with the customer master data.

主权项

1. A computer-implemented method for managing customer data in a customer master database and a second database, the method comprising:
receiving a first search query for an account from a client application, wherein the first search query is associated with a first territory; and searching the customer master database in response to the first search query and obtaining a first search result, wherein the customer master database stores information of a number of accounts and comprises data from a plurality of sources and a master record consolidated from the data from the plurality of sources, and wherein the plurality of sources comprise master data management (“MDM”) data from an MDM system, wherein the first search result comprises at least one account and enables display of the at least one account on a first search result page, wherein the first search result page comprises an inside territory section which only displays accounts associated with the first territory and an outside territory section which only displays accounts not associated with the first territory, and wherein an account in the outside territory section can be moved to the inside territory section in response to an input on the first search result page, and wherein the second database is a centralized customer relationship management (“CRM”) database, and uses a data model different from that of the customer master database.