Compliance manager
View Patent ↗An estimate compliance tool specifying estimate compliance criteria is presented. The estimate compliance can be accessed via hardware, software or a combination thereof. The tool can be configured to include functions facilitating creation of rules that outline criteria for estimate creation or invoicing. A user can enter vehicle and parts identification via a user interface to which a rule will apply. The user can also enter a rule requirement or suggestion. The compliance tool can include multiple modules configured to accept user input regarding vehicle or parts criteria or configured to create an estimate compliance rule based on the vehicle or parts criteria. The compliance tool can further include a storage medium configured to store multiple estimate compliance rules and a profile module. The profile module creates a rules profile comprising multiple estimate compliance rules. Additionally, the tool provides a compatibility module that checks compliance rules for conflicting rule criteria.
1. An estimate compliance system to specify estimate compliance criteria for a vehicle repair estimate, comprising:
a processor;
a memory connected to the processor; and
a non-transitory computer readable medium having instructions embedded therein, the instructions configured to implement the functionality of:
obtaining an estimate compliance rule defining a third party payor requirement for a type of vehicle remedial activity, the rule comprising:
vehicle criteria; and
parts criteria based on the vehicle criteria, wherein the parts criteria comprises:
identifying a part; and
specifying a part grade; and transmitting the estimate compliance rule to an estimator;
wherein the estimate compliance rule is associated with a non-compliance message, and wherein the non-compliance message and rule requirements of the estimate compliance rule are displayed to a user when the user selects the rule.
2. The system of claim 1 , wherein the instructions are further configured to implement the functionality of obtaining a rules profile comprising a plurality of estimate compliance rules including the estimate compliance rule.
3. The system of claim 2 , wherein the step of sending the estimate compliance rule to the estimator comprises sending the rules profile to the estimator.
4. The system of claim 1 , wherein the estimator is a remediation facility.
5. The system of claim 1 , wherein the vehicle criteria comprises vehicle year or vehicle mileage.
6. The system of claim 1 , wherein the vehicle criteria comprises a vehicle class, vehicle make/model, vehicle type, or vehicle duty.
7. The system of claim 1 , wherein identifying a part comprises identification of a part, component, assembly, subassembly or category of parts.
8. The system of claim 1 , wherein the estimate compliance rule relates to a reimbursement amount, a deducible, a discount, a part, a material, labor, a tax, a vehicle, an incident, invoicing, an inspection, a supplier, a facility, or required information for estimate.
9. The system of claim 1 , wherein the instructions are further configured to implement the functionality of receiving an estimate complying with the estimate compliance rule from the remediation facility.
10. The system of claim 1 , wherein the step of obtaining the estimate compliance rule comprises obtaining the estimate compliance rule from a rules library.
11. The system of claim 1 , wherein the part grade comprises at least one of Original Equipment, Like Kind and Quality, Remanufactured, Used or Aftermarket.
12. A computer program product comprising a computer useable storage medium having computer program stored therein for enabling a computer system to perform the functions of:
enabling the computer to obtain an estimate compliance rule defining a third party payor requirement for a type of vehicle remedial activity, the rule comprising:
vehicle criteria; and
parts criteria based on the vehicle criteria, wherein the parts criteria comprises:
identifying a part; and
specifying a part grade; and
enabling the computer to transmit the estimate compliance rule to an estimator;
wherein the estimate compliance rule is associated with a non-compliance message, and wherein the non-compliance message and rule requirements of the estimate compliance rule are displayed to a user when the user selects the rule.
13. The computer program product of claim 12 , wherein the computer program logic further comprises medium computer readable program code for enabling the computer to obtain a rules profile comprising a plurality of estimate compliance rules including the estimate compliance rule.
14. The computer program product of claim 13 , wherein the step of sending the estimate compliance rule to the estimator comprises sending the rules profile to the estimator.
15. The computer program product of claim 12 , wherein the estimator is a remediation facility.
16. The computer program product of claim 12 , wherein the vehicle criteria comprises vehicle year or vehicle mileage.
17. The computer program product of claim 12 , wherein the vehicle criteria comprises a vehicle class, vehicle make/model, vehicle type or vehicle duty.
18. The computer program product of claim 12 , wherein identifying a part comprises identification of a part, component, assembly, subassembly or category of parts.
19. The computer program product of claim 12 , wherein the estimate compliance rule relates to a reimbursement amount, a deducible, a discount, a part, a material, labor, a tax, a vehicle, an incident, invoicing, an inspection, a supplier, a facility, or required information for estimate.
20. The computer program product of claim 12 , wherein the computer program logic further comprises medium computer readable program code for enabling the computer to receive an estimate complying with the estimate compliance rule from the remediation facility.
21. The computer program product of claim 12 , wherein the step of obtaining the estimate compliance rule comprises obtaining the estimate compliance rule from a rules library.
22. The computer program product of claim 12 , wherein the part grade comprises at least one of Original Equipment, Like Kind and Quality, Remanufactured, Used or Aftermarket.
23. An estimate compliance method, operating on a computer, comprising the steps of:
obtaining an estimate compliance rule defining a third party payor requirement for a type of vehicle remedial activity, the rule comprising:
vehicle criteria; and
parts criteria based on the vehicle criteria, wherein the parts criteria comprises:
identifying a part; and
specifying a part grade; and
sending the estimate compliance rule to a remediation facility;
wherein the estimate compliance rule is associated with a non-compliance message, and wherein the non-compliance message and rule requirements of the estimate compliance rule are displayed to a user when the user selects the rule.
24. The method of claim 23 , further comprising the step of obtaining a rules profile comprised of a plurality of estimate compliance rules including the estimate compliance rule.
25. The method of claim 23 , wherein the estimate compliance rule relates to a reimbursement amount, a deducible, a discount, a part, a material, labor, a tax, a vehicle, an incident, invoicing, an inspection, a supplier, a facility, or required information for estimate.
26. The method of claim 23 , further comprising receiving an estimate complying with the estimate compliance rule from the remediation facility.
27. The method of claim 23 , wherein the estimate compliance rule is an element of a rules profile.
28. The method of claim 27 , wherein the step of sending the estimate compliance rule to the remediation facility comprises sending the rules profile to the remediation facility.
29. The method of claim 23 , wherein the step of obtaining the estimate compliance rule comprises obtaining the estimate compliance rule from a rules library.
30. The method of claim 23 , wherein the part grade comprises at least one of Original Equipment, Like Kind and Quality, Remanufactured, Used or Aftermarket.