Abstract: Systems and methods for generating a pseudo data field in a CRM system to allow end users to generate and manage pseudo data fields for account objects in the CRM system, which may behave like actual data fields of account objects in the CRM system but live outside the CRM account. The present invention uses a data model that includes two objects to allow end users to generate and manage the pseudo data fields. One of the objects is pseudo data field configuration object, which may be used to configure the pseudo data fields that should be made available to end users. The other object is pseudo data field object which may be used to record user responses or values users use to populate the pseudo data field.

Abstract: Systems and methods for presenting CRM data. Users may configure what to display on a custom report and how to arrange and display the content (e.g., size, color, theme), so that they can visualize the CRM data the way they want. A data visualization interface may be used to generate the custom report, and may use HTML to specify the CRM data to be displayed and their location on the custom report according to user configuration. The data visualization interface may use JavaScript for specifying the objects and fields users want to query to obtain the CRM data to fill up the custom report. An API may communicate with the JavaScript in the data visualization interface and then query data and objects in the CRM to get a result set. The API may be a unified API which may work across multiple platforms and query various types of database, e.g., iOS, Windows, and the browser for Salesforce online.

Abstract: The event management system described is capable of aligning controlled content in a controlled content repository to properties of an event, e.g., event type, event topic, geographic location and product involved. When a user creates an event, controlled content associated with the event properties may be displayed so that the user may choose proper content for the event. When event content is updated in the controlled content repository, the latest version is pushed to the speaker so that only the latest version of the controlled content can be shared. Content displayed during a webinar and attendee participation data for the webinar may be tracked and stored in a CRM system.

Abstract: Systems and methods for providing an API for a database system. The API may be provided to enable external application developers to build applications that can support the dynamic security model of the content management system and describe the runtime properties of records in data objects. The API of may provide a record property object and/or a query describe object when returning data set in response to a query by providing information about actions an end user can take on the data records, and to provide metadata required to understand a data response.

Abstract: Systems and methods for generating a pseudo data field in a CRM system to allow end users to generate and manage pseudo data fields for account objects in the CRM system, which may behave like actual data fields of account objects in the CRM system but live outside the CRM account. The present invention uses a data model that includes two objects to allow end users to generate and manage the pseudo data fields. One of the objects is pseudo data field configuration object, which may be used to configure the pseudo data fields that should be made available to end users. The other object is pseudo data field object which may be used to record user responses or values users use to populate the pseudo data field.

Abstract: The co-browsing system described enables participants to share controlled content during a co-browsing session. A first participant's input on a web page may be collected and transferred to a second participant's computing device. The browser in the second participant's computing device, which is displaying the same web page, may receive the first participant's input and be manipulated by the first participant's input. Consequently, the participants may share a web-browsing experience while they jointly navigate web-related content at the same time, including the content and their activities on web pages, as if they are interacting with the web page on the same screen. Such controlled content co-browsing occurs in a system which has a repository of controlled content items and customer relationship management (CRM) information.

Abstract: Systems and methods for processing user requests for creating a new account in a CRM system. When a user requests to create a new account in the CRM system, an unverified account may be created in the CRM and a DCR may be sent to the MDM for verification. Users may interact with the unverified account while waiting for verification result from the MDM.

Abstract: The system and method described allow AR content to be packaged according to the CLM packaging structure and loaded to a content management system without coding, and allow the AR content to be viewed directly with a CLM content player without requiring build or patch distribution processes. The content creator may define a standard configuration with a JSON file based on the guidelines and parameters of the CLM packaging structure. Users may view and place AR content over a physical world video using a camera in a user computing device, and move, rotate, zoom in and zoom out the AR content.

Abstract: Systems and methods for creating call reports which may allow a sales user to remotely present content to HCP users. Information for scheduling a remote meeting may be received from an application for creating call report on a first user computing device, a request for remote meeting may be sent to a video conference system, a group meeting ID may be received from the video conference system, and a meeting invitation for the at least one invitee may be generated. The meeting invitation may include a link for the remote meeting. When the at least one invitee clicks on the link in the invitation, he/she is added to the remote meeting. The video content is transmitted via the video conference system, but no user interface of the video conference system is displayed during the remote meeting.

Abstract: Systems and methods for managing visual product placement. A user computing device may have trained machine learning models to detect a shelf and a target product. A shelf may be detected by a computing device with a machine learning model, and the scope of the shelf may be divided into a number of small boxes, each corresponding to a product on the shelf. A first target product and its actual placement information may be detected with a machine learning model. The actual placement information may be compared with a set of requirements for visual placement of the first target product on the shelf. Deviation and adjustment to correct the deviation may be determined, and the adjustment may be displayed in an AR environment.

Abstract: The system and method described allow AR content to be packaged according to the CLM packaging structure and loaded to a content management system without coding, and allow the AR content to be viewed directly with a CLM content player without requiring build or patch distribution processes. The content creator may define a standard configuration with a JSON file based on the guidelines and parameters of the CLM packaging structure. Users may view and place AR content over a physical world video using a camera in a user computing device, and move, rotate, zoom in and zoom out the AR content.

Abstract: Systems and methods for presenting CRM data. Users may configure what to display on a custom report and how to arrange and display the content (e.g., size, color, theme), so that they can visualize the CRM data the way they want. A data visualization interface may be used to generate the custom report, and may use HTML to specify the CRM data to be displayed and their location on the custom report according to user configuration. The data visualization interface may use JavaScript for specifying the objects and fields users want to query to obtain the CRM data to fill up the custom report. An API may communicate with the JavaScript in the data visualization interface and then query data and objects in the CRM to get a result set. The API may also allow users to interact with the CRM to accomplish various CRM tasks via the custom report.

Abstract: Systems and methods for presenting CRM data. Users may configure what to display on a custom report and how to arrange and display the content (e.g., size, color, theme), so that they can visualize the CRM data the way they want. A data visualization interface may be used to generate the custom report, and may use HTML to specify the CRM data to be displayed and their location on the custom report according to user configuration. The data visualization interface may use JavaScript for specifying the objects and fields users want to query to obtain the CRM data to fill up the custom report. An API may communicate with the JavaScript in the data visualization interface and then query data and objects in the CRM to get a result set. The API may be a unified API which may work across multiple platforms and query various types of database, e.g., iOS, Windows, and the browser for Salesforce online.

Abstract: The system and method described allow AR content to be packaged according to the CLM packaging structure and loaded to a content management system without coding, and allows the AR content to be viewed directly with a CLM content player without requiring build or patch distribution processes. The content creator may define a standard configuration with a JSON file based on the guidelines and parameters of the CLM packaging structure. Users may view and place AR content over a physical world video using a camera in a user computing device, and to move, rotate, zoom in and zoom out the AR content.

Abstract: Systems and methods for presenting CRM data. Users may configure what to display on a custom report and how to arrange and display the content (e.g., size, color, theme), so that they can visualize the CRM data the way they want. A data visualization interface may be used to generate the custom report, and may use HTML to specify the CRM data to be displayed and their location on the custom report according to user configuration. The data visualization interface may use JavaScript for specifying the objects and fields users want to query to obtain the CRM data to fill up the custom report. An API may communicate with the JavaScript in the data visualization interface and then query data and objects in the CRM to get a result set. The API may be a unified API which may work across multiple platforms and query various types of database, e.g., iOS, Windows, and the browser for Salesforce online.

Abstract: Systems and methods for managing identity information which improves the experience of the HCPs when accessing services offered by the life science industry by delivering a single sign-on service over web portals of multiple different service providers (e.g., pharmaceutical companies). HCPs may register with an identity management system and be verified with an HCP data management system. Service providers may register their web portals with the identity management system. When an HCP wants to login to a service provider's web portal, the HCP's browser may be redirected to an URL owned by the identity management system and be authenticated by the identity management system.

Abstract: Systems and methods for creating call reports which may allow a sales user to remotely present content to HCP users. Information for scheduling a remote meeting may be received from an application for creating call report on a first user computing device, a request for remote meeting may be sent to a video conference system, a group meeting ID may be received from the video conference system, and a meeting invitation for the at least one invitee may be generated. The meeting invitation may include a link for the remote meeting. When the at least one invitee clicks on the link in the invitation, he/she is added to the remote meeting. The video content is transmitted via the video conference system, but no user interface of the video conference system is displayed during the remote meeting.

Abstract: Systems and methods for creating call reports which may allow a sales user to remotely present content to HCP users. Information for scheduling a remote meeting may be received from an application for creating call report on a first user computing device, a request for remote meeting may be sent to a video conference system, a group meeting ID may be received from the video conference system, and a meeting invitation for the at least one invitee may be generated. The meeting invitation may include a link for the remote meeting. When the at least one invitee clicks on the link in the invitation, he/she is added to the remote meeting. The video content is transmitted via the video conference system, but no user interface of the video conference system is displayed during the remote meeting.

Abstract: Systems and methods for processing user requests for updating data in a CRM system. When a user requests to update data in the CRM system, it is determined if the requested data change involves a DCR-controlled field. If yes, the requested data change may be routed to the MDM system for validation first and the data change may not be used to update the CRM until the validation is successful. If the requested data change does not involve any DCR-controlled field, it may update the CRM immediately.

Abstract: Systems and methods for managing events. A page layout controller may customize user interfaces based on the most current event attributes. With the event management, users can create an event; build an event team; control data access based on event team roles; manage budgets and expenses; and track an audit history of the event.