18525429. METADATA DRIVEN DATASET MANAGEMENT simplified abstract (Salesforce, Inc.)

METADATA DRIVEN DATASET MANAGEMENT

Organization Name

Salesforce, Inc.

Inventor(s)

Kaushal Bansal of Pleasanton CA (US)

Venkata Muralidhar Tejomurtula of Danville CA (US)

Azeem Feroz of San Jose CA (US)

Dmytro Kashyn of Holliston MA (US)

Dmytro Kudriavtsev of Belmont CA (US)

Shouzhong Shi of San Jose CA (US)

Ajitesh Jain of San Mateo CA (US)

METADATA DRIVEN DATASET MANAGEMENT - A simplified explanation of the abstract

This abstract first appeared for US patent application 18525429 titled 'METADATA DRIVEN DATASET MANAGEMENT

Simplified Explanation

The abstract describes a method for configuring the operation of a Data as a Service (DAAS) system during run time, specifically focusing on updating records in a customer relationship management system.

• The method involves receiving a match query from the CRM system triggered by a user interface update.
• The system queries for records in the dataset that match the previously imported records in the CRM system.
• The querying process is configured at run time based on metadata specifying the field to match on and a match threshold.
• The result of the match query includes records from the dataset to be imported for updating the previously imported records from the DAAS system.

Potential Applications

This technology could be applied in various industries where real-time data updates are crucial, such as finance, healthcare, and e-commerce.

Problems Solved

This method solves the problem of efficiently updating records in a CRM system with data from a DAAS system without manual intervention, reducing errors and improving data accuracy.

Benefits

The benefits of this technology include automation of data updates, increased efficiency, improved data quality, and better integration between systems.

Potential Commercial Applications

A potential commercial application of this technology could be in software solutions for CRM systems, data management platforms, and data integration services.

Possible Prior Art

One possible prior art for this technology could be similar methods used in data integration tools or CRM software with data import/export functionalities.

How does this method ensure data security during the updating process?

The method described in the abstract focuses on the technical aspects of updating records but does not delve into the security measures in place to protect the data being transferred.

What are the potential limitations or constraints of implementing this method in different types of CRM systems?

The abstract does not address the compatibility of this method with various CRM systems or the potential challenges that may arise when integrating it with different software environments.

Original Abstract Submitted

A method for configuring the operation of the software of a data as a service (DAAS) system during run time is described. The configuring includes receiving a match query from a customer relationship management system that transmitted the match query responsive to a user using an interface to trigger an update of records in the customer relationship management system that were previously imported from the DAAS system, querying for records in the dataset that match records in the customer relationship management system previously imported from the DAAS system, the querying configured at run time according to metadata that identifies, for records in the dataset, a field to match on and a match threshold, and producing a match query result that includes records in the dataset to be imported to update records that were previously imported from the DAAS system.