Electronic sourcing management system
Abstract
An electronic system may be configured to host prospect profiles for a plurality of prospects, host organization profiles for a plurality of organizations, and store an application template for each of the plurality of organizations. The electronic system may be configured to generate an aggregate application that is based on a first one of the plurality of application templates corresponding to a first organization and a second one of the plurality of application templates corresponding to a second organization. In response to a prospect submitting the aggregate application via an interface of the electronic system, the electronic system may be configured to extract data from the aggregate application for upload to a prospect tracking system of the first organization, and extract data from the aggregate application for upload to an prospect tracking system of the second organization
Claims
exact text as granted — not AI-modifiedWhat is claimed is:
1 . A electronic system configured to:
host prospect profiles for a plurality of prospect; host organization profiles for a plurality of organizations; store an application template for each of said plurality of organizations; generate an aggregate application that is based on:
a first one of said plurality of application templates corresponding to a first organization; and
a second one of said plurality of application templates corresponding to a second organization; and
perform the following in response to a prospect submitting said aggregate application via an interface of said electronic system:
extract data from a first set of fields of said aggregate application, said first set of fields corresponding to said first one of said plurality of application templates;
upload said data from said first set of fields to an prospect tracking system of said first organization;
extract data from a second set of fields of said aggregate application, said second set of fields corresponding to said second one of said plurality of application templates; and
upload said data from said second set of fields to an prospect tracking system of said second organization.
2 . The electronic system of claim 1 , wherein:
said upload to said prospect tracking system of said first organization is based on a mapping, stored in said electronic system, between said first set of fields of said aggregate application and a set of fields of said prospect tracking system of said first organization; and said upload to said prospect tracking system of said second organization is based on a mapping between said second set of fields of said aggregate application and a set of fields of said prospect tracking system of said computer system of said first organization.
3 . The electronic system of claim 1 , wherein said generation of said aggregate application comprises:
parsing an externally-generated application to identify fields of said externally-generated application; and generating a mapping between one or more of said identified fields of said externally-generated application and one or more fields of said prospect profiles.
4 . The electronic system of claim 3 , wherein said electronic system is configured to generate a user interface that:
displays said mapping; and enables a user to accept or modify said mapping.
5 . The electronic system of claim 4 , wherein said display of said mapping comprises display of unmapped fields, said unmapped fields comprising those of said identified fields of said externally-generated application that have not been mapped to said one or more fields of said prospect profiles.
6 . The electronic system of claim 5 , wherein said user interface enables a user to select one or more of said unmapped fields to be included as custom fields in said aggregate application.
7 . The electronic system of claim 1 , wherein said generation of said aggregate application comprises:
mapping said fields of said prospect tracking system of said first organization to one or more fields of said prospect profiles; and mapping said fields of said prospect tracking system of said second organization to one or more fields of said prospect profiles.
8 . The electronic system of claim 1 , wherein said generation of said aggregate application comprises:
generating a mapping between one or more fields of said prospect tracking system of said first organization and one or more fields of said prospect profiles; and generating a mapping between one or more fields of said prospect tracking system of said second organization and one or more fields of said prospect profiles.
9 . The electronic system of claim 1 , wherein said generation of said aggregate application is in response to a prospect selecting, via a user interface generated by said electronic system, said first organization and said second organization for inclusion in said aggregate application.
10 . The electronic system of claim 1 , wherein said electronic system is configured to auto-populate fields of said aggregate application with information from fields in said prospect profiles.
11 . The electronic system of claim 1 , wherein said electronic system is configured to auto-populate fields of said aggregate application with information from previously-filled-out aggregate applications.
12 . The electronic system of claim 1 , wherein:
said electronic system is configured to present said aggregate application in the form of a plurality of interface elements corresponding to a plurality of fields of the aggregate application; and for one or more of said interface elements, said electronic system indicates whether corresponding information is part of an application template of said first organization, and whether said corresponding information is part of an application template of said second organization.
13 . The electronic system of claim 1 , wherein in instances that said aggregate application requires a prospect to provide a name of a person to act as a reference, said electronic system is configured to generate a user interface via which said prospect can select from among said prospect's subscribers and persons to which said prospect is subscribed.
14 . The electronic system of claim 13 wherein, in response to said prospect selecting one of said subscribers or persons to which said prospect is subscribed, sending a notification of a reference request to a profile associated with said selected subscriber or person to which said prospect is subscribed.
15 . The electronic system of claim 14 , wherein said electronic system is configured to:
generate an interface via which said subscriber or person to which said prospect is subscribed can input a recommendation for said prospect; upload said recommendation to said prospect tracking system of said first organization; and upload said recommendation to said prospect tracking system of said second organization.Cited by (0)
No later patents cite this yet.
References (0)
No backward citations on record.