IP Library Granted Patent US 11,003,654
Granted Patent B2
US 11,003,654 · App. 16/137,193 · Granted May 11, 2021

Systems and methods for requesting, tracking and reporting modifications to a record

Inventors: Doug Rybacki (Seattle, WA); Natasha Reid (Westminster, CO); Amy J. Reams (Arvada, CO)
Assignee: AppExtremes, LLC
G06F16/2358G06F3/0482G06F3/0484G06F16/235G06F16/27G06F16/284G06F40/279
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Quick Facts
Patent No.
US 11,003,654
App. No.
16/137,193
Granted
May 11, 2021
Kind
B2
Abstract

Systems and methods for requesting, tracking and reporting modifications to a record are the subject of the present disclosure. In one embodiment, the record is associated with a customer-relationship management or CRM system. According to varying embodiments, the system and method may be implemented through the use of one or more modules and may permit one of several actions to be taken with respect to a record.

Claims (47)

1. A system to manage modifications to records, comprising:

computational machinery configured to execute logic instructions via at least one processor;

a data repository comprising a plurality of records;

a record retrieval module, comprising:

a record query tool comprising logic to search for one or more records;

a field selection tool configured to receive input from a user to flag at least one field in the one or more records;

a field annotation tool comprising logic to associate user supplied information with the flagged record;

an action tool comprising logic to prompt a user for information relating to a requested action with respect to the one or more records;

a requested record display module configured to:

identify and assign the requested action to at least one other user;

input instructions to the at least one other user for modifying a record associated with the requested action;

display at least one field or object in the associated record that is incomplete or missing data; and

indicate a status of the record and requested action by associating the same with at least one indicia;

wherein the system prompts a user to identify the at least one other user; and

wherein the system further prompts the at least one other user to input specific information or complete specific instructions for modifying at least one record of the one or more records.

2. The system of claim 1 , wherein the data repository comprises at least one relational database.

3. The system of claim 1 , wherein the data repository is comprised of at least one customer relationship management database.

4. The system of claim 1 , wherein the field annotation tool is comprised of a dialog box.

5. The system of claim 1 further comprising a messaging framework for delivering specific instructions and the requested action to one or more users of the system.

6. The system of claim 5 further comprising logic to alert a user upon completion of the requested action.

7. The system of claim 5 further comprising logic to notify a user if the requested action has not been completed by a predetermined time.

8. The system of claim 1 further comprising a display module configured to:

present one or more data elements representing the requested action of a user; and

receive an input data message from a user and transmit via a messaging framework, wherein the messaging framework comprises logic to deliver additional instructions to at least one user.

9. The system of claim 8 , wherein a user is prompted by the display module to select the identities of the at least one user to receive the additional instructions.

10. The system of claim 1 further comprising logic to send periodic notifications to the at least one other user.

11. The system of claim 1 , wherein the system automatically synchronizes modifications made to the at least one record with any associated data in the one or more records.

12. The system of claim 1 , wherein the system automatically reconciles modifications made to the at least one record with the one or more records.

13. A method for requesting and managing modifications to at least one record maintained in a relational database, comprising the steps of:

identifying one or more records located in the relational database;

requesting, by a user of the relational database, an action of at least one user of the relational database with respect to one or more records;

assigning the requested action to the at least one user;

initiating the action requested with respect to the one or more records;

tracking the action or inaction taken by the at least one user with respect to the one or more records;

reporting modifications made by the at least one user to the one or more records;

synchronizing the modifications made to the one or more records with other records located in the relational database;

reconciling the modifications made to the one or more records with other records located in the relational database;

delivering, via the messaging framework, a notification to the at least one user assigned to the requested action;

wherein the method further comprises a messaging framework comprising logic for achieving each of the steps of the method; and

wherein the steps are performed using specifically configured computational machinery having instructions stored on a processor.

14. The method of claim 13 further comprising the step of synchronizing the modifications made to the one or more records with other records located in the relational database.

15. The method of claim 13 further comprising the step of reconciling the modifications made to the one or more records with other records located in the relational database.

16. The method of claim 13 further comprising the step of delivering, via the messaging framework, a notification to the at least one user assigned to the requested action.

17. The method of claim 13 further comprising the step of delivering, via the messaging framework, an alert to the user requesting the action when the at least one user assigned to the action receives the requested action, acts upon the requested action or fails to act upon the requested action within a specified time.

18. The method of claim 13 , wherein the steps of tracking and reporting are repeated.

19. The method of claim 13 , wherein each step is repeated for additional requested action.

20. The method of claim 13 , wherein multiple actions are requested.

Assignments (3)
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS RECORDED AT REEL 052996, FRAME 0878 Recorded May 6, 2021
From: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS ADMINISTRATIVE AGENT
To: APTTUS CORPORATION; APPEXTREMES, LLC; APTTEX CORPORATION
Reel/Frame 056172/0654 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded May 6, 2021
From: APTTUS CORPORATION; APPEXTREMES, LLC; APPTEX CORPORATION; OCTIV, INC.; ORCHESTRATE, LLC
To: DEUTSCHE BANK AG NEW YORK BRANCH, AS COLLATERAL AGENT
Reel/Frame 056172/0792 →
SECURITY INTEREST Recorded May 7, 2020
From: APPEXTREMES, LLC; APTTEX CORPORATION; APTTUS CORPORATION
To: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS ADMINISTRATIVE AGENT
Reel/Frame 052996/0878 →