公开(公告)号：US20190050871A1

公开(公告)日：2019-02-14

申请号：US15672287

申请日：2017-08-08

申请人： Veeva Systems Inc.

发明人： Arno Sosna ,  Cindy Chiang ,  Edward Gee ,  Adam Bragg ,  Xuan Wang ,  Mark Fleischmann

IPC分类号： G06Q30/02 ,  G06Q30/00 ,  G06F3/0484 ,  G06F17/30

摘要： Systems and methods for presenting CRM data. Users may configure what to display on a custom report and how to arrange and display the content (e.g., size, color, theme), so that they can visualize the CRM data the way they want. A data visualization interface may be used to generate the custom report, and may use HTML to specify the CRM data to be displayed and their location on the custom report according to user configuration. The data visualization interface may use JavaScript for specifying the objects and fields users want to query to obtain the CRM data to fill up the custom report. An API may communicate with the JavaScript in the data visualization interface and then query data and objects in the CRM to get a result set. The API may be a unified API which may work across multiple platforms and query various types of database, e.g., iOS, Windows, and the browser for Salesforce online.

公开(公告)号：US10204088B2

公开(公告)日：2019-02-12

申请号：US14695703

申请日：2015-04-24

申请人： Veeva Systems Inc.

发明人： Eric Bezar ,  Jon Stone ,  Derek Allwardt ,  Rich Mayfield

IPC分类号： G06F17/00 ,  G06F17/22 ,  G06F3/0484

摘要： Systems and methods for re-using content in a content management system. The content management system may have two or more repositories. A link document may be generated in a link repository for a source document in a source repository. The link document may be a copy of the source document, and synchronized to the source document in a number of different ways, dynamically or statically. When the source document is updated, the source repository may notify the link repository about the change, receive a pull request from the link repository for the change, and generate an updated link document.

公开(公告)号：US20180218121A1

公开(公告)日：2018-08-02

申请号：US15674416

申请日：2017-08-10

申请人： Veeva Systems Inc.

发明人： Peter Gassner ,  Chatham Reed ,  Arno Sosna ,  Timothy S. Murphy

IPC分类号： G06F19/00 ,  H04L29/06 ,  G06Q30/00

CPC分类号： G16H40/20 ,  G06Q30/018 ,  G16H40/63 ,  H04L63/0815 ,  H04W12/00503

摘要： Systems and methods for managing identity information which improves the experience of the HCPs when accessing services offered by the life science industry by delivering a single sign-on service over web portals of multiple different service providers (e.g., pharmaceutical companies). HCPs may register with an identity management system and be verified with an HCP data management system. Service providers may register their web portals with the identity management system. When an HCP wants to login to a service provider's web portal, the HCP's browser may be redirected to an URL owned by the identity management system and be authenticated by the identity management system.

公开(公告)号：US20180101662A1

公开(公告)日：2018-04-12

申请号：US15629587

申请日：2017-06-21

申请人： Veeva Systems Inc.

发明人： Brian Longo ,  Abhay Pimprikar ,  Drew Garty

IPC分类号： G06F19/00

CPC分类号： A01D34/4166 ,  A01D34/4163 ,  G06F21/6245 ,  G16H10/20 ,  G16H40/63

摘要： Systems and methods for collecting medical data which may allow a sponsor to receive clinical trial data from one or more clinical trial sites electronically. A definition of a clinical trial may be generated by a sponsor and published to the one or more clinical sites. The definition of the clinical trial may define requirements and the workflow of a clinical trial. The definition may be saved as objects in the medial data management system. When users at clinical trial sites log into the medical data management system, a user interface may be generated based on one or more of the objects for receiving clinical trial source data. The clinical trial source data may be aggregated and obfuscated to remove patient defining information. The aggregated and obfuscated data may be sent to the sponsor and stored in the medical data management system as EDC data.

公开(公告)号：US20180039527A1

公开(公告)日：2018-02-08

申请号：US15228968

申请日：2016-08-04

申请人： Veeva Systems Inc.

发明人： Peter Gassner ,  Igor Tsives ,  Jon Stone ,  Arvind Talari

IPC分类号： G06F9/54 ,  G06F17/30 ,  G06F9/445

CPC分类号： G06F16/11 ,  G06F8/656 ,  G06F9/44505 ,  G06F9/54

摘要： Systems and methods for migrating configuration changes to a target content management system. A migration statement based on a metadata definition language (“MDL”) may be generated with a first API and executed on a source system to generate new source system configurations. A second API may be sent from the source system to the target system and executed on the target system to apply the new source system configurations on the target system without disturbing operation of the target system.

公开(公告)号：US20170212964A1

公开(公告)日：2017-07-27

申请号：US15008266

申请日：2016-01-27

申请人： Veeva Systems Inc.

发明人： Jason D'anna ,  Li Feng ,  Muhammet Harun Dericioglu ,  Cristian Curelaru

IPC分类号： G06F17/30

CPC分类号： G06F16/986

摘要： Systems and methods for rendering dynamic content when converting a website to its static representation. A set of commands may be created with a syntax using the data attribute in HTML 5. Web designers may inject these attributes into the code of the webpages without affecting how the webpages will render in any browser that supports HTML 5. A specific and documented set of data attributes may indicate that the given element is a type of dynamic content. These data attributes will also indicate how to handle the dynamic elements such that a static representation of each visual state rendered in the browser may be generated accordingly.

公开(公告)号：US20160321673A1

公开(公告)日：2016-11-03

申请号：US14819371

申请日：2015-08-05

申请人： Dan Kallman ,  Pengfei Liu ,  Arno Sosna ,  Jay H. Hartley ,  Abhay Pimprikar ,  Uri Reich

发明人： Dan Kallman ,  Pengfei Liu ,  Arno Sosna ,  Jay H. Hartley ,  Abhay Pimprikar ,  Uri Reich

IPC分类号： G06Q30/00 ,  G06F17/30

摘要： 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.

摘要翻译： 用于处理在CRM系统中创建新帐户的用户请求的系统和方法。 当用户请求在CRM系统中创建一个新帐户时，可能会在CRM中创建未经验证的帐户，并将DCR发送到MDM进行验证。 用户可以在等待MDM的验证结果时与未验证的帐户进行交互。

公开(公告)号：US09391937B2

公开(公告)日：2016-07-12

申请号：US14699553

申请日：2015-04-29

申请人： VEEVA SYSTEMS INC.

发明人： Timothy S. Murphy ,  Brian C. Longo ,  Ling Lam

IPC分类号： H04L12/58 ,  G06Q10/10 ,  G06Q30/00

CPC分类号： H04L51/14 ,  G06Q10/107 ,  G06Q30/018 ,  H04L51/063 ,  H04L51/36

摘要： The approved email generation system described is capable of producing email communications between user and customer by using approved email templates and content that have been aligned with customer information regarding access to such content. Once the approved email has been generated, the content may be verified again for accuracy and validity before being delivered to the customer. When the customer accesses delivered content, the approved email generation system again verifies the content and allows the customer access to only the most current version of the content available. The system provides for control of the content of electronic communications to customers.

公开(公告)号：US09208200B1

公开(公告)日：2015-12-08

申请号：US14530694

申请日：2014-11-01

申请人： Jon Stone ,  Patrick Ota ,  Ian Wong ,  George Lee ,  Igor Tsives ,  Eric Batzdorff

发明人： Jon Stone ,  Patrick Ota ,  Ian Wong ,  George Lee ,  Igor Tsives ,  Eric Batzdorff

IPC分类号： G06F17/30

CPC分类号： G06F17/30554 ,  G06F17/30321 ,  G06F17/30442 ,  G06F17/30448 ,  G06F17/30528 ,  G06F17/30867

摘要： Systems and methods for multi-object reporting in a content management system. A report type definition may define which objects are involved and how they are related. A report execution engine may generate a multi-object query language statement to translate the report type definition into query language. A query language execution engine may break the query language statement down into separate single pieces. A cost optimization engine may determine if it is cost efficient to join the objects. An indexed access execution engine may extract unique IDs of the objects and join the unique IDs to generate an index. A Lucene based search engine may be accessed according to the index, and the response is post processed to generate a multi-object report.

摘要翻译： 内容管理系统中多对象报告的系统和方法。 报告类型定义可以定义涉及哪些对象以及它们是如何相关的。 报告执行引擎可以生成多对象查询语言语句，以将报告类型定义转换为查询语言。 查询语言执行引擎可以将查询语言语句分解成单独的单个部分。 成本优化引擎可以确定连接对象是否具有成本效益。 索引访问执行引擎可以提取对象的唯一ID，并加入唯一ID以生成索引。 可以根据索引访问基于Lucene的搜索引擎，并且后处理响应以生成多对象报告。

公开(公告)号：US09055023B2

公开(公告)日：2015-06-09

申请号：US14271134

申请日：2014-05-06

申请人： VEEVA SYSTEMS INC.

发明人： Timothy S. Murphy ,  Brian C. Longo

IPC分类号： H04L12/58

CPC分类号： H04L51/14 ,  G06Q10/107 ,  G06Q30/018 ,  H04L51/063 ,  H04L51/36

摘要： The approved email generation system described is capable of producing email communications between user and customer by using approved email templates and content that have been aligned with customer information regarding access to such content. Once the approved email has been generated, the content may be verified again for accuracy and validity before being delivered to the customer. When the customer accesses delivered content, the approved email generation system again verifies the content and allows the customer access to only the most current version of the content available. The system provides for control of the content of electronic communications to customers.