IP Library Patent Application 15345071
Patent Application
App. No. 15/345,071

SEQUENTIAL ESTIMATE AUTOMATION

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Quick Facts
Patent No.
US None
App. No.
15/345,071
Abstract

Methods and systems for sequential estimate automation are described, wherein data extracted from an initial estimate is analyzed using a database of rules and a database of previous estimate data. Mitigation estimates or other information provided to the method or system may be supplemented through the use of intelligent decisions. Results of the methods and systems may be used to automatically generate a scope of work estimate.

Claims (56)

1 . An estimate automation system, comprising:

an interface;

a processor; and

a memory, the memory storing instructions for causing the processor to:

store in the memory an estimate for mitigation or reconstruction received via the interface;

extract data from the estimate;

make one or more intelligent decisions based on the extracted data; and

generate a scope of work statement.

2 . The estimate automation system of claim 1 , wherein the interface is a user interface or a communication transceiver.

3 . The estimate automation system of claim 1 , where the one or more intelligent decisions includes one or more of mapping one or more line items in the estimate to one or more mitigation or reconstruction counterparts; adjusting one or more original quantities in the estimate to one or more building-material-specific quantities for mitigation or reconstruction; defining the scope of one or more repair items that do not require mitigation or reconstruction components; defining one or more mitigation or reconstruction items required that do not have a counterpart; and identifying one or more items for which further information is needed.

4 . The estimate automation system of claim 3 , wherein mapping one or more line items in the estimate to one or more mitigation or reconstruction counterparts comprises at least one of defining a one-to-many relationship or defining a many-to-one relationship.

5 . The estimate automation system of claim 3 , wherein adjusting one or more original quantities in the estimate to one or more building-material-specific quantities comprises increasing one or more of the original quantities or identifying an alternative material to associate with at least one of the one or more original quantities.

6 . The estimate automation system of claim 3 , wherein identifying one or more items for which further information is needed comprises mapping each of the one or more items for which further information is needed to a question that can be understood by a subject matter expert or to a basic data request that can be completed by a layperson.

7 . The estimate automation system of claim 6 , wherein the basic data request identifies an image, video, or document that may contain the further information.

8 . The estimate automation system of claim 6 , wherein the memory further stores instructions for causing the processor to repeat the storing, extracting, and making steps until minimum set of requirements has been satisfied.

9 . The estimate automation system of claim 3 , wherein identifying items for which further information is needed further comprises reporting the items for which further information is needed via the interface.

10 . A method of automating scope of work estimates, comprising:

receiving an estimate for mitigation or reconstruction via a communication interface;

storing the estimate in a memory;

extracting data from the estimate using a processor;

storing the extracted data in the memory; and

applying a predetermined rule set to the data stored in the memory, wherein the predetermined rule set is stored in the memory.

11 . The method of claim 10 , further comprising:

generating a scope of work estimate;

storing the scope of work estimate in the memory; and

outputting the scope of work estimate via the communication interface.

12 . The method of claim 10 , further comprising:

conducting a preliminary evaluation of whether to proceed with applying the predetermined rule set to the extracted data.

13 . The method of claim 10 , further comprising:

evaluating whether sufficient data is stored in the memory to generate a scope of work estimate.

14 . The method of claim 11 , further comprising:

identifying missing data that must be obtained before a scope of work estimate can be generated;

communicating, via the communication interface, a set of questions corresponding to the missing data.

15 . The method of claim 14 , further comprising:

receiving, via the communication interface, additional data in response to the set of questions;

storing the additional data in the memory; and

repeating the applying and evaluating steps.

16 . The method of claim 15 , further comprising:

generating, if sufficient data is stored in the memory, a scope of work estimate;

storing the scope of work estimate in the memory; and

outputting the scope of work estimate via the communication interface.

17 . A computer program product, comprising:

a non-transitory computer readable storage medium having computer readable program code embodied therewith, the computer readable program code configured when executed by a processor to:

receive an estimate for mitigation or reconstruction via a communication interface;

store the estimate in a memory;

extract data from the estimate using a processor;

store the extracted data in the memory; and

apply a predetermined rule set to the data stored in the memory, wherein the predetermined rule set is stored in the memory.

18 . The computer program product of claim 17 , wherein the computer readable program code is further configured when executed by a processor to:

generate a scope of work estimate;

store the scope of work estimate in the memory; and

output the scope of work estimate via the communication interface.

19 . The computer program product of claim 17 , wherein the computer readable program code is further configured when executed by a processor to:

conduct a preliminary evaluation of whether to proceed with applying the predetermined rule set to the extracted data.

20 . The computer program product of claim 17 , wherein the computer readable program code is further configured when executed by a processor to:

evaluate whether sufficient data is stored in the memory to generate a scope of work estimate.

Assignments (7)
RELEASE OF SECURITY INTEREST Recorded Jul 28, 2026
From: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (AS SUCCESSOR IN INTEREST TO U.S. BANK NATIONAL ASSOCIATION), IN ITS CAPACITY AS NOTES COLLATERAL AGENT
To: ACCURENCE, INC.
Reel/Frame 075425/0217 →
SECURITY INTEREST Recorded Mar 28, 2022
From: ACCURENCE, INC.
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 059407/0241 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Mar 28, 2022
From: ACCURENCE, INC.
To: ARES CAPITAL CORPORATION
Reel/Frame 059511/0916 →
RELEASE OF SECURITY INTEREST Recorded Mar 14, 2022
From: WESTRIVER INNOVATION LENDING FUND VIII, L.P.
To: ACCURENCE, INC
Reel/Frame 059253/0253 →
RELEASE OF SECURITY INTEREST Recorded Feb 28, 2022
From: SILICON VALLEY BANK
To: ACCURENCE, INC
Reel/Frame 059123/0113 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Aug 29, 2019
From: ACCURENCE, INC.
To: SILICON VALLEY BANK
Reel/Frame 050235/0048 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 17, 2019
From: BRUFFEY, TIMOTHY; LABRIE, ZACHARY
To: ACCURENCE, INC.
Reel/Frame 049776/0424 →