System and method for obtaining information from a data management system
First Claim
1. A method performed on a front-end of a computer system, comprising:
- responsive to receiving a command from a user indicating an action to be performed by a groupware application executed at the front-end of the computer system, identifying, by the groupware application, information that is required for performance of the action, said identified information being stored on a customer relationship management system at a back-end of the computer system and a copy of the identified information being stored on the front-end of the computer system;
responsive to identifying information, determining at the front-end computer system whether the action triggers a need for an update of the identified information stored on the front-end of the computer system, prior to executing the action and, if not, executing the action, else if so;
transmitting, by the front-end computer system, a request via an email message to the customer relationship management system located at the back-end of the computer system, requesting an update of a portion of the identified information necessary to complete the action,receiving, at the front-end computer system via an email message sent by the back-end of the computer system, the update of the portion of the identified information, wherein the update of the portion of the identified information is retrieved from the customer relationship management system,updating the portion of the identified information on the front-end computer system, andcompleting execution of the action using the updated identified information including the updated portion.
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Accused Products
Abstract
A system and method are provided for obtaining information from a data management system. The data management system may determine whether an event occurs triggering the update of this information and, if so, the updated information may then be read from a data object and transmitted from the data management system to the user without an online connection being established between the user and the data management system. In some embodiments, a request may be received from a user of a groupware application program subscribing to updates of identified information and, if the user later performs an action in the groupware application that triggers a request for an update of the identified information, a request for an update of the identified information may be transmitted from the groupware application to a data management system.
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Citations
13 Claims
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1. A method performed on a front-end of a computer system, comprising:
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responsive to receiving a command from a user indicating an action to be performed by a groupware application executed at the front-end of the computer system, identifying, by the groupware application, information that is required for performance of the action, said identified information being stored on a customer relationship management system at a back-end of the computer system and a copy of the identified information being stored on the front-end of the computer system; responsive to identifying information, determining at the front-end computer system whether the action triggers a need for an update of the identified information stored on the front-end of the computer system, prior to executing the action and, if not, executing the action, else if so; transmitting, by the front-end computer system, a request via an email message to the customer relationship management system located at the back-end of the computer system, requesting an update of a portion of the identified information necessary to complete the action, receiving, at the front-end computer system via an email message sent by the back-end of the computer system, the update of the portion of the identified information, wherein the update of the portion of the identified information is retrieved from the customer relationship management system, updating the portion of the identified information on the front-end computer system, and completing execution of the action using the updated identified information including the updated portion. - View Dependent Claims (2, 3, 4, 7, 8, 9, 12)
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5. A method for updating customer information on a groupware client with customer information maintained on a groupware server, comprising:
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storing customer information on a groupware server and a copy of the same customer information in memory on a groupware client; storing updates to the customer information at a groupware server; in response to a user at the groupware client beginning to correspond with a customer having customer information stored on the groupware client, determining by the groupware client whether the correspondence requires updated customer information; if the correspondence is determined to require updated customer information, requesting by the groupware client updated customer information from the groupware server via an email message; receiving the updated customer information received from the groupware server via an email message; and using, by the groupware client, the received updated customer information to complete the correspondence with the customer. - View Dependent Claims (6, 10, 11)
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13. A method for retrieving data at a front-end client from a database accessible via a back-end computer system, while the front-end client is off-line from the back-end system, comprising:
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in response to a selection of an action at the off-line front end client, determining by the off-line front end client that the selected action requires updating information that is stored at the off-line front-end client and in a database accessible via a back-end of a computer system for the action to be performed; generating an information request at the off-line front-end client, wherein the information request includes a request for updated information required to perform the action; transmitting, by the off-line front end client, an e-mail message identifying the information required to perform the selected action; receiving the transmitted e-mail at an e-mail handler at the back-end of the computer system; analyzing, by a database management system at the back-end computer system, the received e-mail to obtain the identified information from the e-mail message; using the identified information to retrieve data records related to the identified information, wherein the retrieved data records include an update of the identified information; generating by the database management system a response e-mail containing the retrieved data records related to the identified information; and transmitting the generated response e-mail to the off-line front end client.
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Specification