US 12,105,731 B2
User interface for real-time data synchronization within a database platform
Jeffrey M. Prall, Normal, IL (US); Arunraj Radhakrishnan, Bloomington, IL (US); Srikanth R. Thummeti, Bloomington, IL (US); and Venkata R. Paidi, Bloomington, IL (US)
Assigned to State Farm Mutual Automobile Insurance Company, Bloomington, IL (US)
Filed by State Farm Mutual Automobile Insurance Company, Bloomington, IL (US)
Filed on Dec. 9, 2021, as Appl. No. 17/546,459.
Claims priority of provisional application 63/123,927, filed on Dec. 10, 2020.
Prior Publication US 2022/0188329 A1, Jun. 16, 2022
Int. Cl. G06F 16/27 (2019.01); G06Q 30/0201 (2023.01)
CPC G06F 16/27 (2019.01) [G06Q 30/0201 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A lead referral management (LRM) computer system for real-time data synchronization within a database platform, the LRM computer system comprising a lead referral management (LRM) computing device in communication with an enterprise customer relationship management (eCRM) platform and one or more data sources, the LRM computing device comprising at least one processor in communication with a memory device, wherein the at least one processor is configured to:
cause an input page to be displayed on a user computing device for receiving lead referral information, the input page configured to directly access the eCRM platform, the user computing device associated with a user,
receive, from the user computing device using the input page, lead referral information associated with a lead referral, the lead referral information including an identifier for identifying the lead referral;
in response to receiving the lead referral information, (a) create, in real-time, a query including the identifier, and (b) initiate, in real-time, an API call directed to at least the eCRM platform and the one or more data sources, the API call including the query;
cause, in real-time and using the API call, (a) the eCRM platform to compare the identifier to existing lead referral information previously stored on the eCRM platform, and (b) the one or more data sources to compare the identifier to existing lead referral information previously stored on the one or more data sources;
in response to no match being found in the comparison, automatically (a) create, in real-time, a lead referral data entry including the lead referral information, and (b) store, in real-time, the lead referral data entry on the one or more data sources and the eCRM platform;
assign one of a plurality of conversion statuses to the lead referral data entry, the plurality of conversions statuses enabling the LRM computer system to monitor the lead referral data entry and eliminate entry of a duplicate of the lead referral data entry;
in response to receiving additional lead referral information associated with the lead referral, initiate in real-time an additional API call directed to at least the eCRM platform and the one or more data sources, the additional lead referral information including a customer status;
access, in real-time and using the additional API call, the eCRM platform and the one or more data sources to determine a current customer status associated with the lead referral;
in response to the current customer status being different from the received customer status, automatically update the lead referral data entry on the one or more data sources and the eCRM platform, the update including changing the current customer status to the received customer status; and
determine that a customer relationship between the lead referral and a vendor exists in response to determining that the current customer status is one of an existing customer, an existing prospective customer, and a customer.