Custom Object Metadata Layer for Unified Business Data
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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 that are relevant to a business's specific needs.
Innovation Solution
A multi-service business platform that allows users to create custom objects through a customization system, converting user requests into language-independent metadata for use in marketing, sales, and customer service processes, with features like workflow automation, reporting, and analytics, and supports synchronization and integration of these objects across the platform.
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 native formats for each function, but complex and time-consuming tasks are required to integrate and synchronize data across these databases
Solution Approach 1:
The patent merges multiple separate databases (marketing, sales, service) into a unified multi-tenant database system where all data is stored together in a single shared environment. This eliminates the need for complex data integration and synchronization tasks between separate systems, directly resolving the technical contradiction by combining previously separate data storage resources.
Solution Approach 2:
The unified database system serves multiple functions simultaneously - supporting marketing, sales, and service activities all within the same database environment. This multi-functional approach allows the system to handle diverse business operations without requiring separate specialized databases, thereby reducing integration complexity and time.
2Adaptability or versatility
If conventional systems use separate databases for different business activities, then each database can be optimized for its specific function, but complex tasks such as forming queries, using complicated APIs, and transforming data between native formats are required
Solution Approach 1:
By combining multiple specialized databases into a single unified database system, the patent eliminates the need for complex data transformation and integration processes. The unified system provides a single data model that works across all business functions, reducing integration complexity while maintaining versatility through configurable custom objects and fields.
Solution Approach 2:
The patent introduces a customization system as an intermediary layer between users and the database. This system provides simplified interfaces and automated processes for creating custom objects, fields, and relationships, eliminating the need for users to directly manage complex data transformations and API interactions between separate systems.
3Adaptability or versatility
If conventional systems use standard CRM objects, then the system structure remains simple and manageable, but the system lacks the ability to create custom objects relevant to specific business needs
Solution Approach 1:
The patent implements a dynamic database structure where users can create custom objects, fields, and relationships on-demand based on their specific business needs. The system evolves and adapts to changing requirements without requiring complex pre-planning or configuration, allowing businesses to dynamically adjust their data models as their needs change.
Solution Approach 2:
The customization system enables users to create and manage their own custom objects and fields without requiring system administrator intervention or complex technical knowledge. Users can independently configure their data structures to match their business processes, reducing system configuration complexity while enabling extensive custom object capability.
4Productivity
If businesses use separate systems for marketing, sales, and service, then each system can be optimized for its specific activity, but complex and time-consuming tasks are required to obtain relevant information from other activities
Solution Approach 1:
By merging marketing, sales, and service data into a single unified database, the patent enables instant access to cross-functional information without requiring time-consuming data retrieval and integration processes. Users can access relevant information from any business function directly through the unified system, dramatically improving cross-functional efficiency and eliminating information retrieval delays.
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.