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Agency management system and content management system integration

  • US 9,384,198 B2
  • Filed: 01/11/2011
  • Issued: 07/05/2016
  • Est. Priority Date: 12/10/2010
  • Status: Active Grant
First Claim
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1. A computer-implemented method, comprising:

  • receiving information defining entities of an insurance agency management system, the insurance agency management system is specialized to handle a domain of insurance business processes and includes at least one nontransitory processor-readable medium which stores insurance data and information;

    receiving content structure that specifies a number of file and folder relationships of a content management system, the content management system is specialized to handle content related to insurance and workflow and includes at least one nontransitory processor-readable medium which stores insurance documents in files and folders, the folders stored in files or stored in other folders;

    receiving mapping data indicative of mappings between the entities of the insurance agency management system and the file and folder relationships specified by the content structure of the content management system wherein the entities of the agency management system are each represented by either a file or a folder in the content management system, and each of the entities represented by a folder in the content management system are represented by a respective folder that is in another folder or in a file;

    automatically generating a data structure based on the mappings;

    storing the file and folder relationships specified by the content structure of the content management system in the data structure corresponding to the mappings; and

    automatically synchronizing the file and folder relationships of the content management system with changes of the entities of the insurance agency management system, the synchronizing based on information indicative of the changes of the entities of the insurance agency management system.

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