PANW
Symphony - Simple Legal
Integration
Author: Biswajit Samantaray
Creation Date: May 22, 2025
Last Updated: May 22, 2025
Control Number: 1.0
Version: 1.0
Approvals:
PANW Sherry Truelove
Copy Number _____
Standard Interface Processing Steps 1
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Document Control
Change Record
Date Author Version Change Reference
22-MAY-2025 Biswajit 1.0 1st Draft
Samantaray
Reviewers
Name Position
Siva Nekkalapudi Sr. Director
Distribution
1 Library Master Project Library
2 Project Manager
3
4
Standard Interface Processing Steps 2
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Contents
Document Control....................................................................................................................2
Contents.....................................................................................................................................3
Introduction..............................................................................................................................4
Definitions.................................................................................................................................5
Assumptions.............................................................................................................................6
Architecture...............................................................................................................................7
Data Model Schema..........................................................................................................8
Process Flow......................................................................................................................9
Policy for Use.....................................................................................................................9
Validation...........................................................................................................................9
Error Handling..................................................................................................................9
Error Tolerances........................................................................................................................9
Error Correction........................................................................................................................9
Standard Interface Processing Steps....................................................................................10
Processing Steps..............................................................................................................10
1) Patent creation.......................................................................................................................10
2) Patent update:........................................................................................................................10
Data Mapping between Symphony And Simple Legal....................................................11
Mappings Format............................................................................................................11
Matter creation API 1. URL https://app-sandbox.simplelegal.com/api/v1/matters/ 2. Method - POST
3. Request json..........................................................................................................................12
Matter Update API 1. URL
https://app-sandbox.simplelegal.com/api/v1/matters/mat_be9853bcd943457fa5b9f2efbe04564c/ 2.
Method - PATCH 3. Request json............................................................................................13
Frequently Asked Questions................................................................................................14
Frequently Asked Questions................................................................................................15
Standard Interface Processing Steps 3
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Introduction
The purpose of this integration is to enable sync between Symphony and Simple Legal for patent-related
information. Symphony will generate much of the transactional data needed to load into the Simple Legal. These
feeds will come from a variety of matters like Patents, Trademarks, etc..,. It is therefore necessary that these
interfaces be well defined, secure, and stable to support this environment and the interface will be a Uni-
Directional Integration between Symphony and Simple Legal. Symphony will push patent details to Simple
Legal, which will assign a Matter ID for each patent. Symphony will store this Matter ID and use it to update or
retrieve information from Simple Legal. Simple Legal will push invoice data to Symphony, where the
corresponding patent record will be updated based on the Docket Number.
This document summarizes the overall interface specifications, which should be used to load Matters into the
Simple Legal Application. Specifically, this document addresses the following for the standard API Interfaces:
● Patent Creation/Updates
● Vendor Sync
Standard Interface Processing Steps 4
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Definitions
The following definitions are associated with Interfaces:
API (Application Programming Interface): A well-defined protocol for exchanging data between
applications. An API might enable data conversions, might receive and process transactions, or
might respond to requests for information.
Person: The abbreviation for Users, Inventors.
Data Validation Errors: Errors encountered while applying business rules or logic to translating
data values, consolidating data, transforming data, and administering data.
Platform Events - A type of event that enables real-time communication and integration between
Salesforce and external systems
Batch/Bulk API - Symphony Batch API is based on SOAP principles and is optimized for real-time
client applications that update small numbers of records at a time. Although SOAP API can also be
used for processing large numbers of records, when the data sets contain hundreds of thousands of
records, it becomes less practical, in those cases Bulk API is the best option. Batch API processes
data in smaller batches than Bulk API, resulting in a higher API calls usage per operation on large
volumes of data.
Inbound / Inbound System: Any computer-based system/application that electronically receives
data directly from the central administrative system.
Processing Errors: Errors encountered during a Simple Legal Api call process, while receiving,
unloading and administering data files in the interface processing environment. Precise error
messages have been defined so the source system will know exactly where in the process there was
a failure and why.
Source System: The Symphony Application system that electronically sends data to the central
administrative Simple Legal system.
Standard Interface Processing Steps 5
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Assumptions
The user interface requirements are based upon the following assumptions:
● Symphony will be responsible for transferring the Matter data on the correct schedule to
the Simple Legal via automated API mechanism.
● The interface design will be able to process all matter data as soon as they are created, or
updated unless there is a conflict with a pre-defined business process such as field level
validations.
● This document assumes all data from the interface will adhere to one of the API formats
presented in this document.
● Each request of interface data within the Symphony system will be mapped to a record in
Simple Legal. Therefore, when errors occur within the interface, the problem records can
be easily identified by Api Details. The records in this object can be queried to check
against API failures.
● The SimpleLegal API is organized around REST. Hence we will leveraging the REST API
Standard Interface Processing Steps 6
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Architecture
Symphony Field Name Symphony API Name
Title SymphonyIPM__Title_of_Invention__c
Docket no. SymphonyIPM__Docket_No__c
Application No SymphonyIPM__Application_Number__c
Filing Date SymphonyIPM__Application_Date__c
Country Code SymphonyIPM__Country_Code__c
Base Invention Disclosure SymphonyIPM__Base_Invention_Disclosure_New__c
Docket No. SymphonyIPM__Docket_No__c
Patent No. SymphonyIPM__Patent_Number__c
Outside Counsel SymphonyIPM__Outside_Counsel__c
Law Firm
Standard Interface Processing Steps 7
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Data Model Schema
Custom Objects
Platform Event:
cmpsAPSimpleLegalEvent
Standard Interface Processing Steps 8
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Process Flow
Policy for Use
Any new requests for interfaces will have to apply for approval from MaxVal.
Validation
Certain types of transactions will not be allowed through this interface. Below is a partial list of the
types of transactions that will be screened out if missing.
■ Docket Number
■ Title
■ Internal Counsel
Error Handling
This section defines data processing errors and data validation errors in the Simple Legal interface,
and how to accommodate these situations.
Error Tolerances
Processing errors are the operation errors will be re-trigger to Simple Legal after updation of the
records for required attributes.
Error Correction
A process has been established for interface error correction. The admin/support team is
responsible for reviewing all records and for taking the necessary steps to correct the data issues.
Once the correction has been made to the local system, then the record containing the correction
should be retransmitted for processing.
Standard Interface Processing Steps 9
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Standard Interface Processing Steps
The following demonstrates the high-level processing steps, which are used
Processing Steps
The feed interface processing steps should be as follows:
1) Patent creation
Whenever a patent is created the below mentioned fields will be pushed to SimpleLegal and a
Matter ID will be created. The same Matter ID should be captured in Symphony and stored in the
patent record.
Whenever Matter is created, a Platform Event is triggered by passing the created Patents recordId.
Then a batch job is called which will validate the data and push it to Simple Legal.
2) Patent update:
Whenever there is an update on the below mentioned fields of the patent record, the value
should be updated in SimpleLegal. The update happens only for the patent records where
the SimpleLegal Matter ID is captured.
Standard Interface Processing Steps 10
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Data Mapping between Symphony And Simple Legal
This section provides an overview of fields and describes the data types used within these systems.
Mappings Format
The mapping below describes how Symphony is mapped into Simple Legal:
Simple Legal Field Sym Field Name Sym API Name Sym Data Type
Name
Matter Description Title SymphonyIPM__Title_of Text Area(255)
(Title) _Invention__c
Matter Name Docket no. SymphonyIPM__Docket Text(100)
_No__c
Application Number Application No SymphonyIPM__Applica Text(100)
tion_Number__c
Filing Date Filing Date SymphonyIPM__Applica Date
tion_Date__c
Country Code Country Code SymphonyIPM__Countr Text(10)
y_Code__c
Invention Disclosure Base Invention SymphonyIPM__Base_I
Disclosure nvention_Disclosure_Ne Lookup(Invention
w__c Disclosure)
Docket Number (Field Docket No. SymphonyIPM__Docket Text(100)
to be created on _No__c
SimpleLegal)
Patent Number Patent No. SymphonyIPM__Patent_ Text(50)
Number__c
Matter Lead Outside Counsel SymphonyIPM__Outsid Lookup(User)
e_Counsel__c
Vendor Law Firm Field to be created in Symphony
Standard Interface Processing Steps 11
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Matter creation API
1. URL https://app-sandbox.simplelegal.com/api/v1/matters/
2. Method - POST
3. Request json
{
"name": "SYM/P/100227/US/UO/4",
"short_name" : "SYM/P/100227/US/UO/4",
"description": " System and method for reducing post-surgical complications",
"is_confidential":"false",
"open_date": "2024-10-14",
"status": "open",
"matter_type": "Intellectual Property",
"matter_lead_email": "sramana@paloaltonetworks.com",
"matter_lead_is_approver":"true",
"template": { "id": "tmpl_45ebae439372441783a33fdab2d04c05",
"name": "Patent Template - Default",
"status": "published" },
"allocations": [
{
"percentage": "1.0000",
"entity": null,
"cost_code": null,
"custom_attributes": []
}
],
"custom_attributes": {
"attr_d38458666b584b5b82e1ebfb4450f69d" : "US"
}
Standard Interface Processing Steps 12
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Matter Update API
1. URL https://app-sandbox.simplelegal.com/api/v1/matters/mat_be9853bcd943457fa5b9f2efbe04564c/
2. Method - PATCH
3. Request json
{ "name": "NG/P/119389/US/PRV/3 Test S - 004 - Intellectual Property", "description": "Test S - 004
NG/P/119389/US/PRV/3 United States of America - Intellectual Property", "open_date": "2024-09-17",
"status": "open", "matter_type": "Intellectual Property", "matter_lead_email":
"Rebecca.Nimsgern@brunswick.com", "matter_lead_is_approver":"true",
"template": { "id": "tmpl_33c3e112727e4874896354bba155573d", "name": "Default Template", "status":
"published" },
"entity": { "id": "ent_afffc6f6e5cdd6ee8ef8cc5e60c8226a19780c69" },
"cost_code": { "id": "cos_928f5e16df40f534e1d302cc7f61b96b15c7ed82" },
"matter_group": { "id": "mgp_1a28f93d4e9f068bbd53bcfdb569c5b01bd1ead7" },
"custom_attributes": { "attr_2bcf1129a25940b887c9f664012137a1":
"Patent", "attr_188f91d3c2b148e5adc39070676f6765": "Navico Group",
"attr_6317e5955d844b84a483d97131c15bd7": "Asia Pacific",
"attr_217310dadd654ed7919468965c5d2fb1": "Lenco",
"attr_d5a283cbe3144fc48b78b44c680e2cbf": "BBG Admin",
"attr_d916d7116727488ba5f2bd839c3702d5": "false",
"attr_194683af051342aea45edc4938e6c95e": "false",
"attr_c6de78aba3804e159925ecb06eb3c2a9": "false",
"attr_52d9dc0838a145769301bd767809b6b0": "false",
"attr_0cc74597f4984f8b8893719237dec5ec": "false" }}
Standard Interface Processing Steps 13
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Frequently Asked Questions
Standard Interface Processing Steps 14
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Frequently Asked Questions
Q: How SimpleLegal will store the Docket Number of Symphony?
A: SimpleLegal will store the Docket No. in two places - Matter Name and Docket No (Custom field to be
created in SimpleLegal)
Q: If it is expected the integration to happen for legacy cases then corresponding Matter ID should be updated
in Symphony and Docket Number should be updated in existing SimpleLegal records.
A: Yes, It is expected. Symphony to provide the Docket Number to SimpleLegal and PaloAlto to provide the
existing Matter ID’s to Maxval and should be updated by the Data Migration team.
Standard Interface Processing Steps 15
PANW - SimpleLegal Integration.docx
Company Confidential - For internal use only
Appendix E – Feeder System Secure File Transfer Method 16
WELLSFARGO HR INTERGACE.docx
Company Confidential - For internal use only
