Managing changes in a relationship management system

Patent №

US 8,935,202

Granted

2015-01-13

Filed 2004

Owner

INTERFACE SOFTWARE, INC.

+1 more

Lab

AI components

2

kr · planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

10876236

A relationship management system stores multiple versions of contact information for a particular contact by storing the contact information that is available to all of the users of system that know a particular contact in a firm collection and by storing information about the particular contact that is available to a limited number of users that know the particular contact in one or more user collections. When changes are made to the user collection for a particular contact, the system detects the change, and based upon a number of administrative rules determines whether the change should be contributed to the firm collection. The system may automatically make the corresponding changes to each of the contact files within the firm collection or may recommend to the user whether the change should be promoted, allowing the users to accept or reject the recommendation. Preferably, each user will be provided with a default number of days to accept or reject the recommendation, after which the system may promote the contact information automatically.

AI classification

Planning1.00
Knowledge representation0.96
AI hardware0.17
Machine learning0.03
Natural language0.00
Evolutionary computation0.00
Vision0.00
Speech0.00

Ownership

INTERFACE SOFTWARE, INC.

assignment · 150610660

REED ELSEVIER INC.

merger · 208260538

Assignors

HAMER, TERRY, BRENDLER, RALPH

On an employer assignment, the assignors are typically the inventors.

© 2026 NYSGPT2525 LLC