Invention Grant
- Patent Title: Agency management system and content management system integration
- Patent Title (中): 代理管理系统和内容管理系统集成
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Application No.: US13004572Application Date: 2011-01-11
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Publication No.: US09384198B2Publication Date: 2016-07-05
- Inventor: Derrick Brown , Roger Blair , Steven Finch , Igor Wolbers , Gerald Taylor , Aleksey Cherkasov
- Applicant: Derrick Brown , Roger Blair , Steven Finch , Igor Wolbers , Gerald Taylor , Aleksey Cherkasov
- Applicant Address: US WA Bothell
- Assignee: Vertafore, Inc.
- Current Assignee: Vertafore, Inc.
- Current Assignee Address: US WA Bothell
- Agency: Seed IP Law Group PLLC
- Main IPC: G06F17/30
- IPC: G06F17/30

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.
Public/Granted literature
- US20120150919A1 AGENCY MANAGEMENT SYSTEM AND CONTENT MANAGEMENT SYSTEM INTEGRATION Public/Granted day:2012-06-14
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