Custom Object Metadata for Unified Multi-Service Data Integration
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Solution Overview
Problem
Conventional systems for marketing, sales, and service interactions require complex and time-consuming tasks to integrate and synchronize data across different databases and environments, lacking the ability to create and utilize custom objects for improved customer relationship management and service support.
Innovation Solution
A multi-service business platform with a customization system that allows users to create custom objects, convert them into language-independent metadata, and integrate them with marketing, sales, and customer service processes, enabling workflow automation, reporting, and analytics.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If conventional systems use separate databases for marketing, sales, and service activities, then data can be stored in dedicated structures, but complex and time-consuming tasks are required to integrate and synchronize data across different environments
Solution Approach 1:
The patent merges multiple separate databases (marketing, sales, service) into a unified multi-service business platform that shares a common data model and object structure. This consolidation eliminates the need for complex data integration tasks while maintaining data reliability across all business functions.
Solution Approach 2:
The patent creates a universal object model that serves multiple business functions simultaneously. Core objects and custom objects can be reused across marketing, sales, and service activities, allowing the same data structure to support diverse operations without requiring separate synchronization mechanisms.
2Adaptability or versatility
If conventional systems use standard CRM objects, then basic customer relationship management is supported, but the system lacks flexibility for custom business processes and objects
Solution Approach 1:
The patent implements a dynamic object model where users can create, modify, and extend custom objects at runtime without requiring system reconfiguration. The metadata-driven architecture allows the system structure to adapt dynamically to changing business requirements while maintaining operational simplicity.
Solution Approach 2:
The patent introduces a metadata layer as an intermediary between the user and the object model. This metadata schema serves as a mediator that simplifies custom object creation by providing a standardized interface, while the underlying complexity of object relationships and associations is automatically managed by the system.
3Productivity
If separate systems are used for marketing, sales, and service activities, then each function can be optimized independently, but relevant information must be obtained from separate databases through complex queries and API calls
Solution Approach 1:
The patent combines multiple data retrieval operations into a single unified query mechanism. The common data model allows users to access information from marketing, sales, and service activities through a single interface without requiring complex joins or multiple API calls to separate databases.
Solution Approach 2:
The patent creates a universal query interface that can retrieve data across all business functions simultaneously. The same object model and query language used for custom objects also work for standard CRM objects, providing a consistent and simplified data access method throughout the system.
Data Source
AI summary
The disclosure is directed to various ways of improving the functioning of computer systems, information networks, data stores, search engine systems and methods, and other advantages. Among other things, provided herein are methods, systems, components, processes, modules, blocks, circuits, sub-systems, articles, and other elements (collectively referred to in some cases as the “platform” or the “system”) that collectively enable, in one or more datastores (e.g., where each datastore may include one or more databases) and systems, the creation, development, maintenance, and use of a set of custom objects (and core objects) for use in a wide range of activities, including sales activities, marketing activities, service activities, content development activities, and others, as well as improved methods and systems for sales, marketing and services that make use of such entity resolution systems and methods as well as custom objects.