Agency management system and content management system integration
US9384198B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Jan 11, 2011 |
| Grant date | Jul 5, 2016 |
| Priority date | — |
| Expiry date | Jun 5, 2031 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06F16/16
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
An agency management and content management integration system links agency management system domain entities (such as clients, policies, claims, vendors) to content management system content hierarchical structures (such as client files, policy folders, claims folders, vendor files). End users can quickly navigate to the appropriate content management system structure or structures when working with an entity in the agency management system via button integration. The agency management and content management integration system automatically creates and updates the content management system when changes are made to the agency management system. This may include providing multiple mappings between the entities of the insurance agency management system and content hierarchical structures, a preview of changes to the content hierarchical structures, a testing environment to test the content hierarchical structure changes, and troubleshooting logs resulting from testing of the content hierarchical structure. Also provided are systems to create appropriate initial content management system hierarchical structures when the agency management system already exists, and to update existing s…
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.