Patent ID: 8935202
Filing Date: 2015-01-13
Classification: G06Q

Abstract:
1. A relationship management system comprising: a first database that stores a plurality of user collections, wherein each user collection is accessible by a user of the system and includes one or more first unique contact files; a second database that stores a firm collection, the firm collection including one or more second unique contact files, each second unique contact file having contact data in common with one or more of the first unique contact files; a third database that stores one or more rules, each rule including data that matches the contact data in common with one or more of the first unique contact files, the one or more rules defining a strategy for managing a change to the one or more second unique contact files upon detecting a change to the common data of one or more of the first unique contact files within a particular user collection, the changed one or more first unique contact files corresponding to one of the second unique contact files, wherein the changed common data corresponds to one or more contacts other than the user with access to the changed user collection and the strategy includes presenting an option to add or not add the change to the firm collection when the changed common data corresponds to contact data of a first subset of the second unique contact files; and a change routine stored in a memory and adapted to be executed on a processor to detect a match between one or more rules and the changed common data of the one or more first unique contact files and to make the change to the common data of a corresponding second unique contact file within the firm collection according to the one or more rules.