Normalization engine to dynamically map and un-map data
View Patent ↗In various embodiments, a process for dynamically mapping and un-mapping data includes generating a first mapping that maps each of at least a subset of phases defined in a first schema to a corresponding source schema phase associated with a source set of records and generating a second mapping that maps each of at least a subset of phases defined in a second schema to a corresponding phase defined in the first schema. The process includes using the first mapping and the second mapping to provide shared access to records comprising data from the source set of records, at least in part by: using the first mapping to obtain and store, in the memory, data comprising one or more records from the source set of records; and using the second mapping to provide shared access to said data comprising one or more records from the source set of records.
1. A system, comprising:
a memory; and
a processor coupled to the memory and configured to:
generate a first mapping that maps each of at least a subset of sequential phases defined in a first schema to a corresponding source schema phase associated with a source set of records;
generate a second mapping that maps each of at least a subset of sequential phases defined in a second schema to a corresponding phase defined in the first schema, wherein at least a portion of the first mapping is different from at least a portion of the second mapping;
use the first mapping and the second mapping to provide shared access to records comprising data from the source set of records, at least in part by:
using the first mapping to obtain and store, in the memory, data comprising one or more records from the source set of records; and
using the second mapping to provide shared access to said data comprising one or more records from the source set of records, wherein the shared access includes providing a first user access to records associated with a second user, the first user being associated with the first schema and the second user being associated with the second schema.
2. The system of claim 1 , further comprising a communication interface configured to receive the first schema and the second schema.
3. The system of claim 1 , wherein the source set of records include customer relationship records.
4. The system of claim 3 , wherein the sequential phases defined in the first schema and the phases defined in the second schema include opportunity phases.
5. The system of claim 3 , wherein the sequential phases defined in the first schema and the phases defined in the second schema include marketing campaign phases.
6. The system of claim 1 , wherein the first schema is derived from a first set of records and the second schema is derived from a second set of records.
7. The system of claim 1 , wherein the first mapping is used to ingest the source set of records and map each of the at least a subset of phases defined in the first schema to the corresponding source schema phase.
8. The system of claim 7 , wherein the processor is further configured to:
receive an update to a record in the source set of records; and
use the first mapping to propagate changes back to a source system including by updating the source set of records.
9. The system of claim 1 , wherein at least one of the first mapping and the second mapping is stored as a data structure.
10. The system of claim 9 , wherein the data structure includes at least one of:
a table in which each row stores, for at least one of the sequential phases defined in the first schema, a corresponding source schema phase to which it is mapped; and
a table in which each row stores, for at least one of the sequential phases defined in the first schema, a corresponding second schema phase to which it is mapped.
11. The system of claim 1 , wherein at least one of the generation of the first mapping and the generation of the second mapping includes displaying a user interface to:
show the sequential phases defined in the first schema and the corresponding second schema phases; and
receive user input for mapping.
12. The system of claim 11 , wherein at least one of the generation of the first mapping and the generation of the second mapping is at least initially automatic.
13. The system of claim 12 , wherein at least one of the generation of the first mapping and the generation of the second mapping is based at least in part on at least one of: a pre-defined mapping, a source customer relationship management system or service, a past mapping for a same customer, synonyms, and a machine learning model mapping prediction.
14. The system of claim 12 , wherein the automatic generation of at least one of the first mapping and the second mapping is confirmed or corrected via the user interface.
15. The system of claim 1 , wherein the records are ingested from a source system.
16. The system of claim 15 , wherein the shared access is provided by query.
17. The system of claim 15 , wherein results show first user phases per the first schema and second user phases per the second schema as mapped.
18. The system of claim 17 , wherein a record is not included in results if a relevant phase in an applicable schema is not mapped to any phase in at least one of the first or second schema.
19. The system of claim 1 , wherein:
the first schema includes a first sequence of phases; and
the second schema includes a second sequence of phases.
20. A method, comprising:
generating a first mapping that maps each of at least a subset of sequential phases defined in a first schema to a corresponding source schema phase associated with a source set of records;
generating a second mapping that maps each of at least a subset of sequential phases defined in a second schema to a corresponding phase defined in the first schema, wherein at least a portion of the first mapping is different from at least a portion of the second mapping;
using the first mapping and the second mapping to provide shared access to records comprising data from the source set of records, at least in part by:
using the first mapping to obtain and store data comprising one or more records from the source set of records; and
using the second mapping to provide shared access to said data comprising one or more records from the source set of records, wherein the shared access includes providing a first user access to records associated with a second user, the first user being associated with the first schema and the second user being associated with the second schema.
21. A computer program product embodied in a non-transitory computer readable medium and comprising computer instructions for:
generating a first mapping that maps each of at least a subset of sequential phases defined in a first schema to a corresponding source schema phase associated with a source set of records;
generating a second mapping that maps each of at least a subset of sequential phases defined in a second schema to a corresponding phase defined in the first schema, wherein at least a portion of the first mapping is different from at least a portion of the second mapping;
using the first mapping and the second mapping to provide shared access to records comprising data from the source set of records, at least in part by:
using the first mapping to obtain and store data comprising one or more records from the source set of records; and
using the second mapping to provide shared access to said data comprising one or more records from the source set of records, wherein the shared access includes providing a first user access to records associated with a second user, the first user being associated with the first schema and the second user being associated with the second schema.