Veeva Systems Inc.

Pengfei Liu

Arno Sosna

Jay H Hartley

Abhay Pimprikar

Uri Reich

David A Wright

Povilas Petkevicius

Sadhana Jain

Edward Gee

Dan Kallman

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.

System and method for creating a new account in CRM

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.

System and method for updating data in CRM

Growing community of inventors

San Ramon, CA, United States of America

Pengfei Liu