Abstract: A customer relationship management (CRM) system utilizes a form definition, user interface (UI) definitions, and UI code to generate Web pages for interacting with CRM data. A CRM plug-in is configured to execute in conjunction with a personal information manager (PIM) client application and to utilize the same form definition, UI definitions, and UI code utilized by the CRM system to generate the Web-based CRM interface. The UI definitions are utilized to present UI controls for performing CRM-related functionality in the context of a UI generated by the PIM client application. The UI code utilized by the CRM system to implement Web-based UI controls can be utilized to implement the UI controls in the context of the PIM client application. The form definition utilized by the CRM system might be utilized to display CRM fields in the UI presented by the PIM client application.

Abstract: Determining a policy parameter for an entity of a supply chain includes establishing attributes of the entities of the supply chain. Attribute segments are established for each attribute, where an attribute segment includes one or more values of the corresponding attribute. Rules are formulated using the attribute segments to define policy groups, and policy parameters are assigned to each policy group. A policy group corresponding to an entity is identified in accordance with the rules. The policy parameters assigned to the identified policy group are determined and selected for the entity.

Abstract: Determining a policy parameter for an entity of a supply chain includes establishing attributes of the entities of the supply chain. Attribute segments are established for each attribute, where an attribute segment includes one or more values of the corresponding attribute. Rules are formulated using the attribute segments to define policy groups, and policy parameters are assigned to each policy group. A policy group corresponding to an entity is identified in accordance with the rules. The policy parameters assigned to the identified policy group are determined and selected for the entity.

Abstract: Determining a policy parameter for an entity of a supply chain includes establishing attributes of the entities of the supply chain. Attribute segments are established for each attribute, where an attribute segment includes one or more values of the corresponding attribute. Rules are formulated using the attribute segments to define policy groups, and policy parameters are assigned to each policy group. A policy group corresponding to an entity is identified in accordance with the rules. The policy parameters assigned to the identified policy group are determined and selected for the entity.

Abstract: A system and method supporting an enhanced customer relationship management uses all system entities across all stages of a workflow to reduce or eliminate redundant data entry and allow creation of front-to-back workflows, e.g. lead-to-cash. Access to all levels of data allows customer service representatives to have access to previously inaccessible data, thus allowing better decision making at the point of contact. Use of an advanced query language used in report generation is re-used for setting the scope of workflow activities, so that complex criteria can be easily specified to have an activity run only when the specified criteria are met.

Abstract: Determining a policy parameter for an entity of a supply chain includes establishing attributes of the entities of the supply chain. Attribute segments are established for each attribute, where an attribute segment includes one or more values of the corresponding attribute. Rules are formulated using the attribute segments to define policy groups, and policy parameters are assigned to each policy group. A policy group corresponding to an entity is identified in accordance with the rules. The policy parameters assigned to the identified policy group are determined and selected for the entity.