Abstract: Systems, apparatuses, and methods for visualizing, navigating within, and interacting with data, typically organizational related data. In one embodiment, the invention may be implemented in conjunction with a business data processing system or platform. Such a system or platform may be a multi-tenant business data processing system that provides data storage and data processing capabilities for users. The data stored and/or processed may include one or more of ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), HR/HCM (Human Resources/Human Capital Management), or financial business-related data.

Abstract: Improved methods for navigation between fields in a form or other document, and a more efficient process for data entry by a user. In some embodiments, techniques are used to convert or associate unstructured data entries with corresponding fields or regions into which the data should be placed.

Abstract: Systems and methods of processing business related data arising from multiple revenue sources (e.g., sales, subscriptions, professional services, vendors, etc.). In some embodiments, the inventive system and methods enable a more flexible and efficient approach to identifying revenue source events (mediation), pricing those events (typically as part of a rating process), and subsequently leveraging those “ratable events” in the billing and revenue recognition subsystems according to configurable rules and schedules. Data regarding those charges or other aspects of a ratable event may then be used and processed by multiple sub-systems that are part of operating a business; such sub-systems may include one or more of ERP, CRM, HCM, financial, accounting, taxation, or other business-related system or function.

Abstract: A system architecture and related methods for controlling and/or modifying the content presented by a web site on one or more web pages. The system and methods enable an administrator or manager to efficiently update, revise, or otherwise maintain the content presented to a viewer on a web page, where such content may be subject to change or variation based on data related to the operation of a business for which the web site or web page is presented. The architecture, coupled with the methods for content or user interface representation and manipulation, enable a website administrator, manager, or other party to more efficiently control the content presented to a viewer of the site or page, where the viewer may be a customer or employee of a business.

Abstract: A method, system, computer program product, and related business methods for concisely communicating real-time business information to end users in an enterprise network is described. An integrated business system having at least ERP and CRM functionality is accessed via browser-based user interface. A plurality of portlet windows are simultaneously displayed within a browser window, each portlet window occupying a relatively small area therein. The portlet windows are selected and arranged according to a customizable user profile for each user, and include reporting portlets displaying up-to-date business results retrieved from the integrated business system. Each reporting portlet further comprises report access links associated with at least one of the business results that, when selected by the user, invoke browser-based displays of up-to-date business data underlying those business results.

Abstract: A method, system, computer program product, and related business methods are described in the context of a web-based business information system having an internal e-mail facility, wherein e-mail communications between a native e-mail system of an end user of the web-based business information system and an external contact are facilitated and automatically tracked by the web-based business information system, the native e-mail system lying outside the web-based business information system but often being preferred by the end user over the internal e-mail facility of the web-based business information system. The described preferred embodiments provide for easy-to-use, reasonably transparent, “no-click” integration of the web-based business information system with the end user's native e-mail system in a manner that is independent of the particular type and choice of native e-mail system.

Abstract: A method, system, computer program product, and related business methods are described in the context of a web-based business information system having an internal e-mail facility, wherein e-mail communications between a native e-mail system of an end user of the web-based business information system and an external contact are facilitated and automatically tracked by the web-based business information system, the native e-mail system lying outside the web-based business information system but often being preferred by the end user over the internal e-mail facility of the web-based business information system. The described preferred embodiments provide for easy-to-use, reasonably transparent, “no-click” integration of the web-based business information system with the end user's native e-mail system in a manner that is independent of the particular type and choice of native e-mail system.

Abstract: A multiple currency rate consolidator addresses the needs of multi-national companies that do business in different currencies and tax localities. A consolidated view of financial data may be provided in real time. The multiple currency rate consolidator allows each subsidiary within a subsidiary hierarchy to enter and manage transactional data as well as budget/forecast data in a corresponding localized functional currency. The multiple currency rate consolidator allows different consolidation levels to view localized, consolidated values of subsidiary transactions. The multiple currency rate consolidator also accommodates statutory, ad hoc and management reporting consolidation using different subsidiary configurations for the same time periods, as well as the versioning of the subsidiary hierarchy to accommodate structural changes across different time periods.

Abstract: A method, system, computer program product, and related business methods for concisely communicating real-time business information to end users in an enterprise network is described. An integrated business system having at least ERP and CRM functionality is accessed via a browser-based user interface. A plurality of portlet windows are simultaneously displayed within a browser window, each portlet window occupying a relatively small area therein. The portlet windows are selected and arranged according to a customizable user profile for each user, and include reporting portlets displaying up-to-date business results retrieved from the integrated business system. Each reporting portlet further comprises report access links associated with at least one of the business results that, when selected by the user, invoke browser-based displays of up-to-date business data underlying those business results.

Abstract: A method, system, computer program product, and related business methods for concisely communicating real-time business information to end users in an enterprise network is described. An integrated business system having at least ERP and CRM functionality is accessed via a browser-based user interface. A plurality of portlet windows are simultaneously displayed within a browser window, each portlet window occupying a relatively small area therein. The portlet windows are selected and arranged according to a customizable user profile for each user, and include reporting portlets displaying up-to-date business results retrieved from the integrated business system. Each reporting portlet further comprises report access links associated with at least one of the business results that, when selected by the user, invoke browser-based displays of up-to-date business data underlying those business results.

Abstract: A method, system, computer program product, and related business methods for phased rollout of an upgraded version of a web-based business information system are described. URLs associated with client requests remain the same even where the target subscriber accounts have been upgraded. Client requests for both upgraded and non-upgraded accounts are received by a common set of web servers. Client requests representing external entry points are trapped, and the receiving web server accesses a login router database to determine whether the target subscriber account is upgraded or non-upgraded, and then transfers the request to an appropriately-versioned application server. Application server sets are mapped to database sets according to system version, allowing the upgraded system database schema to be substantially different than the non-upgraded database schema. An early adopter program business method leveraging the abilities of such web-based business information system is also described.

Abstract: A method, system, computer program product, and related business methods are described in the context of a web-based business information system having an internal e-mail facility, wherein e-mail communications between a native e-mail system of an end user of the web-based business information system and an external contact are facilitated and automatically tracked by the web-based business information system, the native e-mail system lying outside the web-based business information system but often being preferred by the end user over the internal e-mail facility of the web-based business information system. The described preferred embodiments provide for easy-to-use, reasonably transparent, “no-click” integration of the web-based business information system with the end user's native e-mail system in a manner that is independent of the particular type and choice of native e-mail system.

Abstract: A method, system, computer program product, and related business methods for phased rollout of an upgraded version of a web-based business information system are described. URLs associated with client requests remain the same even where the target subscriber accounts have been upgraded. Client requests for both upgraded and non-upgraded accounts are received by a common set of web servers. Client requests representing external entry points are trapped, and the receiving web server accesses a login router database to determine whether the target subscriber account is upgraded or non-upgraded, and then transfers the request to an appropriately-versioned application server. Application server sets are mapped to database sets according to system version, allowing the upgraded system database schema to be substantially different than the non-upgraded database schema. An early adopter program business method leveraging the abilities of such web-based business information system is also described.

Abstract: A method, system, computer program product, and related business methods are described in the context of a web-based business information system having an internal e-mail facility, wherein e-mail communications between a native e-mail system of an end user of the web-based business information system and an external contact are facilitated and automatically tracked by the web-based business information system, the native e-mail system lying outside the web-based business information system but often being preferred by the end user over the internal e-mail facility of the web-based business information system. The described preferred embodiments provide for easy-to-use, reasonably transparent, “no-click” integration of the web-based business information system with the end user's native e-mail system in a manner that is independent of the particular type and choice of native e-mail system.

Abstract: A method, system, computer program product, and related business methods for concisely communicating real-time business information to end users in an enterprise network is described. An integrated business system having at least ERP and CRM functionality is accessed via a browser-based user interface. A plurality of portlet windows are simultaneously displayed within a browser window, each portlet window occupying a relatively small area therein. The portlet windows are selected and arranged according to a customizable user profile for each user, and include reporting portlets displaying up-to-date business results retrieved from the integrated business system. Each reporting portlet further comprises report access links associated with at least one of the business results that, when selected by the user, invoke browser-based displays of up-to-date business data underlying those business results.

Abstract: A method, system, computer program product, and related business methods for concisely communicating real-time business information to end users in an enterprise network is described. An integrated business system having at least ERP and CRM functionality is accessed via a browser-based user interface. A plurality of portlet windows are simultaneously displayed within a browser window, each portlet window occupying a relatively small area therein. The portlet windows are selected and arranged according to a customizable user profile for each user, and include reporting portlets displaying up-to-date business results retrieved from the integrated business system. Each reporting portlet further comprises report access links associated with at least one of the business results that, when selected by the user, invoke browser-based displays of up-to-date business data underlying those business results.

Abstract: Optimal presentation and editing of business data in a browser-based user interface of an integrated web-based business information system is described, including a browser at a user computer in dynamic communication with a web server allowing database editing and updating without browser page refreshes.

Abstract: Optimal presentation and editing of business data in a browser-based user interface of an integrated web-based business information system is described, including a browser at a user computer in dynamic communication with a web server allowing database editing and updating without browser page refreshes.

Abstract: A method, system, computer program product, and related business methods for concisely communicating real-time business information to end users in an enterprise network is described. An integrated business system having at least ERP and CRM functionality is accessed via a browser-based user interface. A plurality of portlet windows are simultaneously displayed within a browser window, each portlet window occupying a relatively small area therein. The portlet windows are selected and arranged according to a customizable user profile for each user, and include reporting portlets displaying up-to-date business results retrieved from the integrated business system. Each reporting portlet further comprises report access links associated with at least one of the business results that, when selected by the user, invoke browser-based displays of up-to-date business data underlying those business results.

Abstract: A multiple currency rate consolidator addresses the needs of multi-national companies that do business in different currencies and tax localities. A consolidated view of financial data may be provided in real time. The multiple currency rate consolidator allows each subsidiary within a subsidiary hierarchy to enter and manage transactional data as well as budget/forecast data in a corresponding localized functional currency. The multiple currency rate consolidator allows different consolidation levels to view localized, consolidated values of subsidiary transactions. The multiple currency rate consolidator also accommodates statutory, ad hoc and management reporting consolidation using different subsidiary configurations for the same time periods, as well as the versioning of the subsidiary hierarchy to accommodate structural changes across different time periods.