IP Library Granted Patent US 7,406,427
Granted Patent B1
US 7,406,427 · App. 09/667,611 · Granted Jul 29, 2008

Capture highly refined claim evaluation information across multiple web interfaces

View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 7,406,427
App. No.
09/667,611
Granted
Jul 29, 2008
Kind
B1
Abstract

Methods, systems, and articles of manufacture consistent with the present invention use a data processing system for capturing line item data. The method involves receiving claim identification information from a claimant, where the claim identification information comprises, at least, one line level; providing the client with an item tree of line item level data based on the line level and aggregating line item level data collected from the claimant; and storing the line item level data in an insurance host server.

Claims (87)

1. A method for capturing line item data by a data processing system, comprising:

receiving claim identification information from a client computer, said claim identification information identifying an insurance claim;

presenting the client computer with an option to enter line item data regarding the claim through a web-based process or through a spreadsheet;

when the spreadsheet option is selected at the client computer;

querying the client computer to determine whether a spreadsheet appropriate for the type of insurance claim needs to be downloaded to the client computer, the spreadsheet receives the line item data;

downloading the spreadsheet appropriate for the type of insurance claim to the client computer;

inserting line item data into the spreadsheet appropriate for the type of insurance claim;

aggregating the line item data collected from the client computer;

storing the line item data in an insurance host server; and

when the web-based option is selected at the client computer;

providing the client computer with an item tree of line item data based on the line level;

aggregating the line item data collected from the client computer; and

storing the line item data in an insurance host server.

2. The method of claim 1 , wherein the receiving claim identification information further includes receiving a claim number.

3. The method of claim 2 , wherein the receiving claim identification information, further includes receiving a password.

4. The method of claim 3 , wherein the receiving claim identification information, further includes validating the password and the claim number.

5. The method of claim 1 , wherein the receiving claim identification information further includes issuing a fraud warning.

6. The method of claim 1 , further comprising receiving information into the spreadsheet when the spreadsheet option is selected.

7. The method of claim 6 , wherein the aggregating comprises aggregating line item data in the spreadsheet when the spreadsheet option is selected.

8. The method of claim 6 , wherein the aggregating further comprises uploading the spreadsheet to the insurance host server when the spreadsheet option is selected.

9. The method of claim 1 , wherein the providing comprises displaying an item tree of line item data based on the line level when the web-based process option is selected.

10. The method of claim 9 , wherein the providing further comprises tunneling through the item tree when the web-based process option is selected.

11. The method of claim 9 , wherein the providing further comprises receiving a selection of line item data from the item tree when the web-based process option is selected.

12. The method of claim 1 , wherein the aggregating comprises updating a display of line items based on claimant's selected line items when the web-based process option is selected.

13. The method of claim 1 , further comprising updating a display of aggregated line item data from the insurance host server when either the spreadsheet or the web-based process option is selected.

14. The method of claim 1 , further comprising editing a listing of aggregated line item data from the insurance host server when either the spreadsheet or the web-based process option is selected.

15. A system for capturing line item data, comprising:

a processor for executing programs; and

a memory for storing a program executable by the processor, the stored program including instructions for:

(i) receiving claim identification information from a client computer, said claim identification information comprising a line level identifying an insurance claim;

(ii) presenting the client computer with an option to enter line item data regarding the claim through a web-based process or through a spreadsheet;

(iii) when the web-based option is selected at the client computer;

(a) providing the client computer with an item tree of line item data based on a line level; and

(b) aggregating the line item data collected from the client computer;

(iv) when the spreadsheet option is selected at the client computer;

(a) querying the client computer to determine whether a spreadsheet appropriate for the type of insurance claim needs to be downloaded;

(b) downloading the spreadsheet appropriate for the insurance claim;

(c) inserting line item data into the spreadsheet appropriate for the type of insurance claim;

(d) aggregating the line item data collected from the client computer, and

(v) storing the line item data in an insurance host server when either the spreadsheet or the web-based process option is selected.

16. The system of claim 15 , wherein the receiving claim identification information includes receiving a claim number from the client computer.

17. The system of claim 16 , wherein the receiving claim identification information includes receiving a password from the client computer.

18. The system of claim 17 , wherein the receiving claim identification information includes validating the password and claim number.

19. The system of claim 15 , wherein the receiving claim identification information includes issuing a fraud warning.

20. The system of claim 15 , further comprising receiving information into the spreadsheet when the spreadsheet option is selected.

21. The system of claim 20 , wherein the aggregating the line item data includes aggregating line item data in the spreadsheet when the spreadsheet option is selected.

22. The system of claim 20 , wherein the aggregating the line item data includes uploading the spreadsheet to the insurance host server when the spreadsheet option is selected.

23. The system of claim 15 , wherein the providing includes displaying an item tree of line item data based on the line level when the web-based process option is selected.

24. The system of claim 23 , wherein the providing includes tunneling through the item tree when the web-based process option is selected.

25. The system of claim 23 , wherein the providing includes receiving a selection of a line item data from the item tree when the web-based process option is selected.

26. The system of claim 15 , wherein the aggregating the line item data includes updating a display of line items based on a claimant's selected line items when the web-based process is selected.

27. The system of claim 15 , wherein the stored program further includes instructions for updating a display of aggregated line item data from the insurance host server.

28. The system of claim 15 , wherein the stored program further includes instructions for editing a listing of aggregated line item data from the insurance host server.

29. A computer readable medium containing instructions for controlling a computer system to perform a method for capturing line item data, the method comprising:

receiving claim identification information from a client computer, said claim identification information comprising a line level identifying an insurance claim;

presenting the client computer with an option to enter line item data through a web-based process or through a spreadsheet;

when the spreadsheet option is selected at the client computer;

querying the client computer to determine whether a spreadsheet appropriate for the type of insurance claim needs to be downloaded to the client computer;

downloading the appropriate spreadsheet to the client computer; inserting line item data into the spreadsheet appropriate for the type of insurance claim;

aggregating the line item data collected from the client computer;

storing the line item data in an insurance host server; and

when the web-based option is selected at the client computer;

providing the client computer with an item tree of line item level data based on a line level;

aggregating the line item data collected from the client computer; and

storing the line item data in an insurance host server.

30. The computer readable medium of claim 29 , wherein the receiving claim identification information includes receiving a claim number from the client computer.

31. The computer readable medium of claim 30 , wherein the receiving claim identification information, further includes receiving a password from the client computer.

32. The computer readable medium of claim 31 , wherein the receiving claim identification information, further includes validating the password and the claim number.

33. The computer readable medium of claim 29 , wherein the receiving claim identification information, further includes issuing a fraud warning.

34. The computer readable medium of claim 29 , further comprising receiving information into the spreadsheet when the spreadsheet option is selected.

35. The computer readable medium of claim 29 , wherein the aggregating comprises aggregating line item data in the spreadsheet when the spreadsheet option is selected.

36. The computer readable medium of claim 29 , wherein the aggregating comprises uploading the spreadsheet to the insurance host server when the spreadsheet option is selected.

37. The computer readable medium of claim 29 , wherein the providing comprises displaying an item tree of line item data based on the line level when the web-based process option is selected.

38. The computer readable medium of claim 37 , wherein the providing further comprises tunneling through the item tree when the web-based process option is selected.

39. The computer readable medium of claim 37 , wherein the providing further comprises receiving a selection of a line item data from the item tree when the web-based process option is selected.

40. The computer readable medium of claim 29 , wherein the providing comprises updating a display of line items based on a claimant's selected line items when the web-based process option is selected.

41. The computer readable medium of claim 29 , further comprising updating a display of aggregated line item data from the insurance host server.

42. The computer readable medium of claim 29 , further comprising editing a listing of aggregated line item data from the insurance host server.

43. The method of claim 1 , wherein the querying performed when the spreadsheet option is selected comprises:

checking a cookie on the client computer; and

noting whether the client computer has a particular spreadsheet.

44. The system of claim 15 , wherein the querying performed when the spreadsheet option is selected comprises instructions for:

checking a cookie on the client computer; and

noting whether the client computer has a particular spreadsheet.

45. The computer readable medium of claim 29 , wherein the querying performed when the spreadsheet option is selected comprises:

checking a cookie on the client computer; and

noting whether the client computer has a particular spreadsheet.

Assignments (5)
RELEASE (REEL 040246 / FRAME 0528) Recorded Mar 31, 2023
From: BANK OF AMERICA, N.A.
To: DUCK CREEK TECHNOLOGIES LLC
Reel/Frame 063209/0821 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 25, 2017
From: ACCENTURE GLOBAL SERVICES LIMITED
To: DUCK CREEK TECHNOLOGIES LIMITED
Reel/Frame 043951/0782 →
SECURITY AGREEMENT Recorded Oct 6, 2016
From: DUCK CREEK TECHNOLOGIES LLC
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 040246/0528 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 26, 2011
From: ACCENTURE GLOBAL SERVICES GMBH
To: ACCENTURE GLOBAL SERVICES LIMITED
Reel/Frame 025700/0287 →
CONFIRMATORY ASSIGNMENT Recorded Sep 8, 2010
From: ACCENTURE LLP
To: ACCENTURE GLOBAL SERVICES GMBH
Reel/Frame 024946/0971 →