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公开(公告)号：US09858623B1
公开(公告)日：2018-01-02
申请号：US14992795
申请日：2016-01-11
摘要： Generating a quote for a policy is disclosed. An indication of an insurance policy to be quoted is received. An appropriate composite ratebook to apply to the insurance policy to be quoted is determined. The composite ratebook has been previously configured to be associated with a particular set of one or more configuration parameters, one or more rate routines, and one or more rate tables. A rate routine associated with the determined composite ratebook is applied to a coverage in the policy to be quoted.
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公开(公告)号：US09830666B1
公开(公告)日：2017-11-28
申请号：US13622773
申请日：2012-09-19
CPC分类号： G06Q40/10
摘要： A technique of tracking insurance funds using an interpretive representation of accounting information includes obtaining a plurality of accounting entities. It further includes deriving, based on the accounting entities, a plurality of funds-source entities and a plurality of funds-use entities. It further includes, in response to an allocation scheme, creating a set of tracking entities that allocate the funds-source entities to the funds-use entities, wherein each tracking entity connects one funds-source entity and one funds-use entity.
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83.发明授权Extensible infrastructure for managing workflow on a plurality of installed application components that interact with a central hosted component 有权用于管理与中央托管组件交互的多个已安装应用程序组件上的工作流的可扩展基础结构公开(公告)号：US09489695B1
公开(公告)日：2016-11-08
申请号：US13835198
申请日：2013-03-15
CPC分类号： G06Q40/08 , G06Q10/0633 , G06Q10/0635 , G06Q10/103
摘要： Managing workflow on a plurality of installed application components that interact with a central hosted component is disclosed. A new rule is defined on the central hosted component. The new rule is applied, based on data provided by an installed application component and information that is managed by the central hosted component, to generate a new action item to be executed on the installed application component. The new action item to be executed by the installed application component is sent. The new action item modifies a workflow on the installed application component without modifying application code on the installed application component.
摘要翻译： 公开了与中央托管组件交互的多个已安装的应用程序组件上的工作流程。 在中央托管组件上定义了一个新规则。 基于由安装的应用程序组件提供的数据和由中央托管组件管理的信息来应用新规则，以生成要在已安装的应用程序组件上执行的新操作项。 发送由安装的应用程序组件执行的新操作项目。 新的操作项目将修改已安装应用程序组件上的工作流，而无需修改已安装应用程序组件上的应用程序代码。
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公开(公告)号：US08566131B1
公开(公告)日：2013-10-22
申请号：US13432690
申请日：2012-03-28
IPC分类号： G06Q40/00
CPC分类号： G06Q40/08
摘要： Managing insurance policy processing includes: receiving a set of insurance policy hold criteria specifying an insurance policy hold, the insurance policy hold criteria comprising an insurance policy hold period during which the insurance policy hold is in effect; receiving a request to execute an insurance policy processing operation on an insurance policy; determining, based at least in part on the set of policy hold criteria, that the insurance policy processing operation is subject to the insurance policy hold; disallowing the insurance policy processing operation from being executed; determining that the insurance policy hold is to be released; and allowing the insurance policy hold to be released.
摘要翻译： 管理保险政策的处理包括：收到一套保险保单，规定保险单保留，保险保单标准包括保险期间保险期间的保险期; 收到执行保险单保险单处理业务的请求; 至少部分地基于一套政策保留标准来确定保险单处理业务是否遵守保险单; 不允许执行保险单处理业务; 确定保险单要保留; 并允许保险单保留。
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公开(公告)号：US20110145022A1
公开(公告)日：2011-06-16
申请号：US12959553
申请日：2010-12-03
IPC分类号： G06Q40/00
CPC分类号： G06Q40/08
摘要： An insurance product model comprising insurance policy metadata is provided (101) in a computer memory. The insurance policy metadata may comprise, at least in part, data that describes information that comprises a given corresponding insurance policy. A computer then serves to substantively interpret (102) this insurance product model to facilitate obtaining supplemental policy-specific data. The supplemental policy-specific data and the insurance policy metadata comprise separate and discrete data models and may, if desired, be stored (103) separately from one another. So configured, these teachings further support using (104) the insurance product model and the supplemental policy-specific data to facilitate an insurance-related action.
摘要翻译： 在计算机存储器中提供包括保险单元数据的保险产品模型（101）。 保险单元可以至少部分地包括描述包括给定的相应保险单的信息的数据。 然后，计算机用于实质地解释（102）该保险产品模型以便于获得补充的政策特定数据。 补充政策特定数据和保险单元件包括单独的和离散的数据模型，并且如果需要，可以彼此分开地存储（103）。 如此配置，这些教导进一步支持使用（104）保险产品模型和补充政策特定数据来促进与保险相关的行动。
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86.发明授权Method and apparatus for managing a computer-based address book for incident-related work 有权用于管理与事件有关的工作的基于计算机的地址簿的方法和装置公开(公告)号：US07788296B2
公开(公告)日：2010-08-31
申请号：US11321671
申请日：2005-12-29
CPC分类号： G06Q10/10
摘要： A computer-based processing system (29) for use in managing incident-related work provides an address book (103) containing a plurality of entries that persist independently of incident durations and that comprise contact information for corresponding entities. New contact information is then received (102) via the user interface, stored, and associated with a given incident and as regards an entity. The system then provides for establishing a link (103) between the stored contact information and a corresponding entry in the address book to thereby associate information that corresponds to a same entity, such that the link can facilitate subsequent processing of at least one of an incident and contact information.
摘要翻译： 用于管理事件相关工作的基于计算机的处理系统（29）提供包含独立于事件持续时间并且包括相应实体的联系信息的多个条目的地址簿（103）。 然后经由用户界面接收（102）新的联系人信息，存储并且与给定事件相关联并且关于实体。 系统然后提供在所存储的联系人信息和地址簿中的相应条目之间建立链接（103），从而将与相同实体相对应的信息相关联，使得链接可以促进事件中的至少一个的后续处理 和联系方式。
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公开(公告)号：US20090248452A1
公开(公告)日：2009-10-01
申请号：US12056846
申请日：2008-03-27
IPC分类号： G06Q40/00
CPC分类号： G06Q40/08
摘要： A computer-based insurance billing system for use in controlling insurance business processes is provided. As used herein the insurance business processes may include delinquency, invoicing, accruing earned commissions, paying commissions, distributing received payments, and disbursing owed amount, to note a few. At a user interface, the end user is provided (101) an opportunity to effect a trouble ticked with respect to a particular insurance entity. The characteristics of the trouble ticket may be automatically determined (102) to identify which of the insurance business processes relate to the trouble ticket. The end user is automatically provided (103) an opportunity to establish a temporary hold on the identified insurance business processes.
摘要翻译： 提供了一种用于控制保险业务流程的基于计算机的保险计费系统。 如本文所用，保险业务流程可能包括犯罪，发票，累积佣金，支付佣金，分配收到的款项以及支付欠款等等。 在用户界面处，为最终用户（101）提供了一个机会，使得相对于一个特定的保险实体产生麻烦。 可以自动确定故障单的特征（102），以确定哪个保险业务处理与故障单相关。 自动提供终端用户（103）建立对所识别的保险业务流程的临时保留的机会。
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公开(公告)号：US20060218017A1
公开(公告)日：2006-09-28
申请号：US11086889
申请日：2005-03-22
申请人： Sandia Ren , Allen Morano , Jeremy Henrickson , James Burton
发明人： Sandia Ren , Allen Morano , Jeremy Henrickson , James Burton
摘要： A computer-based insurance claim processing system (500) provides for the formation and segregated storage of associations (510) that link various active insurance claims (506) to one another. In addition, if desired, the associations can comprise additional information regarding, for example, the nature or type of association and/or other information as a user may wish to include to inform, control, or otherwise characterize the association and/or the associated claims.
摘要翻译： 基于计算机的保险索赔处理系统（500）规定了将各种主动保险索赔（506）彼此链接的协会（510）的形成和分离存储。 此外，如果需要，关联可以包括关于例如关联的性质或类型和/或用户可能希望包括以通知，控制或以其他方式表征关联和/或相关联的其他信息的附加信息 声称。
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