Managing changes in a relationship management system
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United States of America Patent
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Jan 13, 2015
Grant Date -
Jan 6, 2005
app pub date -
Jun 25, 2004
filing date -
Sep 30, 2002
priority date (Note) -
In Force
status (Latency Note)
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Abstract
A relationship management system stores multiple versions of contact information for a particular contact by storing the contact information that is available to all of the users of system that know a particular contact in a firm collection and by storing information about the particular contact that is available to a limited number of users that know the particular contact in one or more user collections. When changes are made to the user collection for a particular contact, the system detects the change, and based upon a number of administrative rules determines whether the change should be contributed to the firm collection. The system may automatically make the corresponding changes to each of the contact files within the firm collection or may recommend to the user whether the change should be promoted, allowing the users to accept or reject the recommendation. Preferably, each user will be provided with a default number of days to accept or reject the recommendation, after which the system may promote the contact information automatically.
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