Hierarchical Entity Structure for CRM Navigation
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Solution Overview
Problem
Customer Relationship Management (CRM) systems face challenges in efficiently displaying and updating hierarchical structures of entities, such as accounts and contacts, making it difficult for users to navigate and manage large datasets effectively.
Innovation Solution
A computing system generates a hierarchical structure representation of entities, allowing users to display and update entities based on a display range and scrolling actions, enabling efficient viewing of entities at higher levels of the hierarchy.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If hierarchical structure representation is implemented to display large datasets, then data accessibility is improved, but device complexity increases
Solution Approach 1:
The hierarchical structure divides the large dataset into multiple levels of entities (parent entities and child entities), allowing users to navigate and access data in manageable segments rather than overwhelming them with the entire dataset at once. This segmentation improves data accessibility while maintaining manageable system complexity through structured organization.
Solution Approach 2:
The patent introduces a hierarchical dimension to the data structure, transforming a flat dataset into a multi-level hierarchy. This dimensional change enables better data accessibility through structured navigation paths while the system manages complexity through the organized hierarchical framework rather than random access structures.
2Ease of operation
If display range is limited to show current entity and related entities, then user interface clarity is improved, but information completeness deteriorates
Solution Approach 1:
The display is segmented into a focused view showing the current entity and its directly related entities within a specific display range. This segmentation provides interface clarity by presenting only relevant information at once, while the hierarchical structure ensures no information is lost as users can navigate to access additional entities beyond the current display range.
Solution Approach 2:
The system displays a partial view (current entity and related entities within display range) rather than attempting to show all entities simultaneously. This partial action maintains interface clarity while the hierarchical navigation capability ensures users can access complete information when needed, balancing clarity with completeness.
3Productivity
If scrolling up action is implemented to navigate hierarchy, then navigation efficiency is improved, but processing time increases
Solution Approach 1:
The hierarchical structure is pre-organized with parent-child relationships established beforehand. When users perform scrolling up actions, the system can efficiently navigate the pre-established hierarchy rather than computing relationships in real-time. This preliminary organization improves navigation efficiency while minimizing processing time during user interactions.
Data Source
AI summary
Some embodiments of the present invention include a method for processing entities and may include generating, by a computing system, a hierarchical structure representation of entities from a plurality of entities of an object; receiving, by the computing system, information about a current entity; displaying, by the computing system, the current entity and a number of entities related to the current entity using the hierarchical structure representation of the entities, the number of related entities displayed being based on a display range; and updating, by the computing system, the display of the current entity and the related entities based on detecting a scrolling up action on a graphical user interface associated with the computing system.