Agency management system and content management system integration
First Claim
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.
13 Assignments
0 Petitions
Accused Products
Abstract
An agency management and content management integration system links agency management system domain entities (such as clients, policies, claims, vendors) to content management system content hierarchical structures (such as client files, policy folders, claims folders, vendor files). End users can quickly navigate to the appropriate content management system structure or structures when working with an entity in the agency management system via button integration. The agency management and content management integration system automatically creates and updates the content management system when changes are made to the agency management system. This may include providing multiple mappings between the entities of the insurance agency management system and content hierarchical structures, a preview of changes to the content hierarchical structures, a testing environment to test the content hierarchical structure changes, and troubleshooting logs resulting from testing of the content hierarchical structure. Also provided are systems to create appropriate initial content management system hierarchical structures when the agency management system already exists, and to update existing structures en masse if desired.
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Citations
38 Claims
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1. A computer-implemented method, comprising:
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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. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A system, comprising:
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a computer processor; and a non-transitory memory communicatively coupled to the computer processor having computer-executable instructions stored thereon that when executed by the computer processor cause the computer processor to perform; receiving information defining entities of an insurance agency management system, the insurance agency management system 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 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. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
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21. At least one non-transitory computer-readable medium that stores instructions that when executed by at least one computer system cause the at least one computer system to perform:
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receiving information defining entities of an insurance agency management system, the insurance agency management system 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 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. - View Dependent Claims (22, 23, 24, 25, 26, 27, 28, 29, 30)
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31. A system, comprising:
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at least one computer processor; and a non-transitory memory communicatively coupled to the computer processor having computer-executable instructions stored thereon that when executed by the computer processor cause the at least one computer processor to; link entities of an insurance agency management system to file and folder relationships specified by content hierarchical structures of a content management system, the insurance agency management system specialized to handle a domain of insurance business processes and includes at least one nontransitory processor-readable medium which stores insurance data and information, the content management system 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, 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 provide information indicative of changes of an insurance agency business unit upon the changes occurring or on a periodic or nonperiodic (aperiodic) basis; and automatically synchronize the file and folder relationships of a content management system content hierarchical structure related to the insurance agency business unit with the changes to the insurance agency business unit by changing at least one hierarchical relationship in the content hierarchical structure. - View Dependent Claims (32, 33, 34, 35, 36, 37, 38)
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Specification