FUND ALLOCATION CONFIGURATION
    1.
    发明公开

    公开(公告)号:US20240037664A1

    公开(公告)日:2024-02-01

    申请号:US18212571

    申请日:2023-06-21

    摘要: Applying funds is disclosed. A set of interfaces for configuring filtering criteria and receiving user configurations of the filtering criteria is displayed. Fund information pertaining to a fund that is to be applied to one or more receivables under an insurance policy account is received. A set of eligible receivables is identified based on filtering information included in the fund information and a set of preconfigured filtering criteria. A set of ranked receivable partitions to which the fund is applied is established based on a set of preconfigured priority criteria and using the fund information and information associated with the set of eligible receivables. The fund is applied to the ranked receivables partitions according to the rankings.

    Custom data
    2.
    发明授权

    公开(公告)号:US11798096B2

    公开(公告)日:2023-10-24

    申请号:US17320669

    申请日:2021-05-14

    IPC分类号: G06Q40/00 G06Q40/08

    CPC分类号: G06Q40/08

    摘要: A technique of obtaining update data from a database includes accessing configuration data associated with a particular entity in a plurality of entities. The configuration data includes a specification of how to extract a set of entity generated data records from a remote data store associated with the particular entity. The remote data store associated with the particular entity comprises common data elements shared by the plurality of entities and entity-specific data elements specified by the particular entity. It further includes determining whether values for a data field specified in the configuration data have been previously extracted from the remote data store. It further includes generating, according to the specification included in the configuration data, a query for values associated with the data field. Generating the query comprises determining a range indicator that indicates a time period of data values to be extracted. The range indicator is determined based at least in part on the determination of whether values for the data field have been previously extracted. It further includes, based at least in part on the generated query, extracting, from the remote data store, values for the data field corresponding to the determined range indicator. It further includes storing the extracted values to a data store of a central host component that provides services to the plurality of entities.

    Fund allocation configuration
    3.
    发明授权

    公开(公告)号:US11727498B2

    公开(公告)日:2023-08-15

    申请号:US17499514

    申请日:2021-10-12

    摘要: Applying funds is disclosed. A set of interfaces for configuring filtering criteria and receiving user configurations of the filtering criteria is displayed. Fund information pertaining to a fund that is to be applied to one or more receivables under an insurance policy account is received. A set of eligible receivables is identified based on filtering information included in the fund information and a set of preconfigured filtering criteria. A set of ranked receivable partitions to which the fund is applied is established based on a set of preconfigured priority criteria and using the fund information and information associated with the set of eligible receivables. The fund is applied to the ranked receivables partitions according to the rankings.

    SIGNALS-BASED DATA SYNDICATION AND COLLABORATION

    公开(公告)号:US20220028008A1

    公开(公告)日:2022-01-27

    申请号:US17493686

    申请日:2021-10-04

    摘要: Signals-based data syndication and collaboration is disclosed. A data store of insurance related data collected from a plurality of carriers is accessed. A pattern is identified based at least in part on data stored in the data store. The pattern is associated with a first set of insurance related data belonging to a first carrier and with a second set of insurance related data belonging to a second carrier. First and second users associated with the first and second carriers are notified, respectively, of the identified pattern. Consent from the first user to share at least a portion of the first set of insurance related data and consent from the second user to share at least a portion of the second set of insurance related data are obtained. At least a portion of the second set of insurance related data that the second user has consented to share is caused to be presented to the first user. At least a portion of the first set of insurance related data that the first user has consented to share is caused to be presented to the second user.

    Fund allocation configuration
    6.
    发明授权

    公开(公告)号:US11176618B2

    公开(公告)日:2021-11-16

    申请号:US16672030

    申请日:2019-11-01

    摘要: Applying funds is disclosed. A set of interfaces for configuring filtering criteria and receiving user configurations of the filtering criteria is displayed. Fund information pertaining to a fund that is to be applied to one or more receivables under an insurance policy account is received. A set of eligible receivables is identified based on filtering information included in the fund information and a set of preconfigured filtering criteria. A set of ranked receivable partitions to which the fund is applied is established based on a set of preconfigured priority criteria and using the fund information and information associated with the set of eligible receivables. The fund is applied to the ranked receivables partitions according to the rankings.

    Operational data corresponding to a product model

    公开(公告)号:US11107163B2

    公开(公告)日:2021-08-31

    申请号:US16425505

    申请日:2019-05-29

    IPC分类号: G06Q40/08

    摘要: A system for presenting operational data is disclosed. The system includes a storage element to store a plurality of insurance policies and a product designer module to: maintain an insurance product model that specifies possible configurations of insurance policy products associated with the plurality of insurance policies; obtain operational data pertaining to a set of existing insurance transactional data associated with the insurance policies; and present to be displayed: at least a portion of the insurance product model comprising a set of insurance product model elements and at least some of the operational data corresponding to the set of insurance product model elements.

    INSURANCE POLICY PROCESSING USING QUESTIONS SETS

    公开(公告)号:US20210049134A1

    公开(公告)日:2021-02-18

    申请号:US16940390

    申请日:2020-07-28

    IPC分类号: G06F16/21

    摘要: Managing insurance policy configuration includes receiving information pertaining to an administrator-configured answer container configured to store answers to a set of administrator-configured questions and information pertaining to the administrator-configured question set. It further comprises establishing an association between the administrator-configured question set and the administrator-configured answer container; and establishing an association between a user interface context and the administrator-configured answer container, such that the set of administrator-configured questions are also associated with the user interface context.

    Signals-based data syndication and collaboration

    公开(公告)号:US10726489B1

    公开(公告)日:2020-07-28

    申请号:US14670219

    申请日:2015-03-26

    摘要: Signals-based data syndication and collaboration is disclosed. A data store of insurance related data collected from a plurality of carriers is accessed. A pattern is identified based at least in part on data stored in the data store. The pattern is associated with a first set of insurance related data belonging to a first carrier and with a second set of insurance related data belonging to a second carrier. First and second users associated with the first and second carriers are notified, respectively, of the identified pattern. Consent from the first user to share at least a portion of the first set of insurance related data and consent from the second user to share at least a portion of the second set of insurance related data are obtained. At least a portion of the second set of insurance related data that the second user has consented to share is caused to be presented to the first user. At least a portion of the first set of insurance related data that the first user has consented to share is caused to be presented to the second user.