Database Recommendation Engine for Dynamic Association Updates

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Solution Overview

Problem

In multi-tenant cloud-based CRM systems, changes in user positions or affiliations within databases often lead to outdated or irrelevant associations between contact and event objects, necessitating dynamic recommendations for updating these relationships to maintain data relevance and collaboration efficiency.

Innovation Solution

A recommendation engine monitors database changes, identifies relevant associations, and provides suggestions for updating or terminating logical connections between contact and event objects based on field changes, utilizing monitoring rules and potentially querying third-party systems to ensure accurate and timely updates.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If manual updates of database associations are performed, then data accuracy can be maintained, but time consumption and operational complexity increase significantly

Engineering Contradiction:
Improvedata accuracyVSAvoidtime consumption
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system automatically monitors database changes, identifies affected associations, and generates update recommendations without requiring manual intervention. The recommendation engine self-services by detecting field changes, querying relevant objects, and presenting targeted updates, eliminating the need for manual data accuracy maintenance while reducing time consumption.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system implements a feedback mechanism where database changes are continuously monitored, and the recommendation engine responds by identifying associations that need updates. This closed-loop feedback system ensures data accuracy is maintained automatically by comparing current state with expected state and generating corrective recommendations.

Inventive Principle:
Principle #23Feedback

2Reliability

If comprehensive monitoring of all database changes is implemented, then data relevance is maintained, but system complexity and computational resources increase

Engineering Contradiction:
Improvedata relevanceVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The monitoring system applies local quality by focusing surveillance on specific fields and object types that are most critical for data relevance. Rather than uniformly monitoring all database changes, the system identifies and prioritizes monitoring of key fields (such as user position, affiliation, contact information) that directly impact association relevance, reducing overall system complexity while maintaining reliability.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The recommendation engine segments the monitoring task by dividing database objects into categories (contact objects, event objects, user objects) and applying specialized monitoring rules to each segment. This segmentation allows the system to manage complexity through modular, targeted monitoring strategies rather than comprehensive uniform monitoring.

Inventive Principle:
Principle #1Segmentation

3Productivity

If automatic recommendation generation is implemented, then collaboration efficiency improves, but false recommendations and noise increase

Engineering Contradiction:
Improvecollaboration efficiencyVSAvoidinformation quality
Core Design Contradiction:
ProductivityVSLoss of information

Solution Approach 1:

The system applies partial action by generating recommendation subsets rather than exhaustive lists. The recommendation engine prioritizes high-confidence associations and presents a curated subset of recommendations that are most likely to be relevant, avoiding information overload while maintaining collaboration efficiency. This selective approach filters out low-value recommendations that would constitute noise.

Inventive Principle:
Principle #16Partial or excessive action

Solution Approach 2:

The system uses parameter changes in field values (such as user position changes, affiliation updates, contact information modifications) as triggers for generating targeted recommendations. By monitoring specific parameter changes rather than all database activities, the system generates recommendations only when meaningful changes occur, reducing false positives and improving information quality.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS10977236B2Dynamic recommendation methods and systems for database changes
Publication Date: 2021.04.13 SALESFORCE INC
  • US10977236B2 patent drawing
  • US10977236B2 patent drawing
  • US10977236B2 patent drawing

AI summary

Computing systems, database systems, and related methods are provided for suggesting logical relationships between database objects. One exemplary method involves a server identifying a database action with respect to a contact object associated with an event object, and in response to the action, identifying a second contact object in the database likely to be related to the event object based on one or more attributes of the event object. The server provides an indication of the second contact object in association with the event object on a client device and updates the database to maintain an association between the event object and the second contact object in response to an input at the client device.