IP Library Granted Patent US 7,668,828
Granted Patent B2
US 7,668,828 · App. 11/164,730 · Granted Feb 23, 2010

Computer-implemented electronic diary to enter locked notes for historical archival

Assignee: Guard Insurance Group
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Quick Facts
Patent No.
US 7,668,828
App. No.
11/164,730
Granted
Feb 23, 2010
Kind
B2
Abstract

A system for the entry of notes on a policy or claim, wherein the notes, after submission, are stored is non-editable form and are locked in a database for historical archival. In one scenario, the entered notes are editable and can be deleted for a pre-set time period, wherein, after the expiration of the pre-set time period, the entered notes are stored is non-editable form and are locked in a database for historical archival. Filters can be used to categorize and render the stored notes based on a set of categories.

Claims (17)

1. An article of manufacture having computer readable storage medium having instructions executable by a processor to implement an electronic diary for entry and category-based viewing of notes on an insurance policy or claim, said method implemented by a processor comprising:

executing instructions to receive notes input as formatted text regarding said insurance policy or claim;

executing instructions to store said input notes in a database said stored text, after said submission, are editable for a pre-determined time period and, after expiration of said pre-determined time period, said submission is non-editable and is locked in said database for historical archival; and

executing instructions to implement one or more filters, each of said filters categorizing said notes based on a set of categories;

executing instructions to receive inputs identifying at least one filter;

executing instructions to filter said stored notes based on said identified at least one filter; and

executing instructions to output categorized notes corresponding to said identified filters.

2. The article of manufacture of claim 1 , wherein said computer-implemented electronic diary is accessible over a network.

3. The article of manufacture of claim 2 , wherein said network is any of the following: local area network, wide area network, or the Internet.

4. The article of manufacture of claim 1 , wherein said category is any of the following: adjustor, medical management, recovery, or supervisory.

5. An article of manufacture having computer readable storage medium having instructions executable by a processor to implement a method to maintain non-editable, locked notes associated with an insurance policy or claim in a database for historical archival, said method implemented by a processor comprising:

executing instructions to receive notes input as formatted text regarding said insurance policy or claim;

executing instructions to store said input notes in said database, said stored text, after said submission, is editable for a pre-determined time period and, after expiration of said pre-determined time period, said submission is non-editable and locked in said database for historical archival;

executing instructions to implement one or more filters, each of said filters categorizing said notes based on a set of categories, said categories comprising any of the following: adjustor, medical management, recovery, or supervisory;

executing instructions to receive inputs identifying at least one filter;

executing instructions to filter said stored notes based on said identified at least one filter, and

executing instructions to output categorized notes corresponding to said identified filters.

Assignments (2)
MERGER Recorded Mar 11, 2015
From: GUARD INSURANCE GROUP, INC.
To: WESTGUARD INSURANCE COMPANY
Reel/Frame 035137/0564 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 2, 2005
From: RICHARDSON, JOHN H.; WITKOWSKI, CARL J.
To: GUARD INSURANCE GROUP
Reel/Frame 016846/0154 →
Continuity (1)
Related Publication 20070130141A1 · Jun 7, 2007