International Business Machines Corporation

Luciano Silva

Patrick Joseph O'Sullivan

Stephen Paul Kruger

Jorge A Arroyo

Notifying a user of an instant message (IM) service about a modification made to an opportunity includes receiving at least one modification to an opportunity stored in a customer relationship management (CRM) system, the opportunity representing a complex record structure in the CRM system, identifying a first user associated with the modification made to the opportunity stored in the CRM system, determining, from a list of users associated with the opportunity, a second user associated with the first user through an IM service, and sending an alert to the second user on the IM service, the alert indicating to the second user the modification made to the opportunity by the first user.

Notifying a user of an instant messaging (IM) service about a modification made to an opportunity

Integrating metadata from applications used for social networking into a customer relationship management (CRM) system includes obtaining, from applications used for social networking, metadata associated with users of the applications, analyzing the metadata from the applications to infer opportunities, relationships for mapping clients, structures, and subject matter experts, and integrating the opportunities, the relationships for mapping the clients, the structures, and the subject matter experts into a CRM system to populate the CRM system.

Integrating metadata from applications used for social networking into a customer relationship management (CRM) system

Modifying a number of opportunities in a customer relationship management (CRM) system includes obtaining, from a CRM system, a number of opportunities, the opportunities representing a complex record structure in the CRM system, in which each of the opportunities captures a number of fields of metadata, comparing the metadata associated with the opportunities with a number of archived opportunity templates to create a comparison, analyzing the comparison to identify a number of patterns for the opportunities, and modifying, based on the number of patterns for the opportunities, the opportunities to create at least one new opportunity.

Modifying a number of opportunities in a customer relationship management (CRM) system

The present invention is a method, system and apparatus for programmatically applied role-based security in a dynamically generated user interface. In accordance with the present invention, a server page can be configured for processing by a server page engine. The server page can include at least one markup language fragment defining a user interface for a first view and an additional markup language fragment defining a link to a second view. A custom tag can be included in the additional markup language fragment to conditionally include the link to the second view only if a role detected for an end user attempting to access the first view also has been defined in a deployment descriptor as an authorized role for accessing the second view. Notably, in a preferred aspect of the invention, the first and second views can be JSPs and the deployment descriptor can be a configuration file for an application framework incorporating the JSPs. In this regard, the application framework can be the Struts framework.

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Apex, NC, United States of America

Luciano Silva