Derrick A Brown

US Patent:

20120150919, Jun 14, 2012

Filed:

Jan 11, 2011

Appl. No.:

13/004572

Inventors:

Derrick Brown - Conyers GA, US
Roger Blair - Atlanta GA, US
Steven Finch - Tampa FL, US
Igor Wolbers - Utrecht, NL
Gerald Taylor - Atlanta GA, US
Aleksey Cherkasov - Lilburn GA, US

International Classification:

G06F 17/30

US Classification:

707804, 707E17005

Abstract:

An agency management and content management integration system links agency management system domain entities (such as clients, policies, claims, vendors) to content management system content hierarchical structures (such as client files, policy folders, claims folders, vendor files). End users can quickly navigate to the appropriate content management system structure or structures when working with an entity in the agency management system via button integration. The agency management and content management integration system automatically creates and updates the content management system when changes are made to the agency management system. This may include providing multiple mappings between the entities of the insurance agency management system and content hierarchical structures, a preview of changes to the content hierarchical structures, a testing environment to test the content hierarchical structure changes, and troubleshooting logs resulting from testing of the content hierarchical structure. Also provided are systems to create appropriate initial content management system hierarchical structures when the agency management system already exists, and to update existing structures en masse if desired.