Intent Proposal: Create or Update Profile

[pauldyson]

Enhancement Request

Use Case

A Salesperson is IMing with a Buy Side fund manager who has recently joined an institution the Salesperson covers. The fund manager requests the Salesperson books a meeting with an analyst for them but the Salesperson then discovers that the fund manager hasn’t yet been added to the CRM. The Salesperson takes this opportunity to use the data already held by the IM system (Name, Email, IMID, Role) to start the creation of the Contact.

A desk assistant is browsing holdings and profile data from a leading data provider and spots a new investment firm that has spun out of a client. This firm isn't currently a client so the desk assistant uses the key data held by the data provider to populate a new prospect account in the CRM.

Intents

CreateOrUpdateProfile

CreateOrUpdateProfile should be used when a user wants to create a new Contact or Organization in a system, or update the details of an existing Contact or Organization, using data from another system as the starting point.

CreateOrUpdateProfile would be called with the Contact or Organization contexts, or else the Nothing context to initiate the create process with an empty set of inputs to be filled in by the user.

Example

window.fdc3.raiseIntent('fdc3.CreateOrUpdateProfile', {
    type: 'fdc3.contact',
    recipients: {
        type: 'fdc3.contact',
        name: 'Jane Doe',
        id: {
            email: '[email protected]'
        }
    }
})

[rikoe]

@pauldyson given that we are changing ViewContact to ViewProfile, should this also become CreateOrUpdateProfile which can be used in conjunction with a contact, or other context types?

[pauldyson]

@rikoe good suggestion, updates made

[kriswest]

Moving back to 2.1-candidates milestone due to lack of a PR. As it's an intent proposal that should be relatively simple, however.

Hence, @pauldyson @milindchidrawar if do think you'll be able to raise one in the next few weeks please let us know. Otherwise, @mistryvinay or I might be able to take it on at some point.