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Data exchange technology

  • US 9,059,894 B2
  • Filed: 08/30/2012
  • Issued: 06/16/2015
  • Est. Priority Date: 09/02/2011
  • Status: Active Grant
First Claim
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1. A data exchange adaptor that synchronizes data between a customer relationship management (CRM) system operated by a company and a cloud-based system operated by a third party other than the company, the CRM system being configured to provide a user interface for receipt of the data from a user, the cloud-based system being configured to store the data for the CRM system, and the data exchange adaptor comprising:

  • at least one communication module;

    at least one data controller;

    at least one authentication module;

    a job scheduler that is operated by the CRM system;

    one or more processors and one or more storage devices storing instructions that are operable, when executed by the one or more processors, to cause the one or more processors to perform operations comprising;

    causing the at least one communication module to exchange data between the CRM system operated by the company and the cloud-based system operated by the third party;

    causing the at least one data controller to extract data from the at least one communication module and control storage and retrieval of data at the CRM system and the cloud-based system;

    causing the at least one authentication module to perform transport level security for communications that exchange data between the CRM system and the cloud-based system and access level security for data stored to the CRM system and the cloud-based system; and

    causing the job scheduler to control the at least one communication module, the at least one data controller, and the at least one authentication module to schedule synchronization of data between the CRM system and the cloud-based system, including triggering reverse synchronization from the cloud-based system to the CRM system, and allow the CRM system to retain control over the synchronization of data between the CRM system and the cloud-based system such that reverse synchronization from the cloud-based system to the CRM system is always triggered by the CRM system sending a reverse synchronization message to the cloud-based system.

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