IP Library Patent Application 18407317
Patent Application
App. No. 18/407,317

OPERATIONAL DATA CORRESPONDING TO A PRODUCT MODEL

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 None
App. No.
18/407,317
Abstract

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.

Claims (29)

1 . (canceled)

2 . A system, comprising:

one or more processors configured to:

receive a user specification of a set of filtering criteria;

obtain operational data corresponding to the set of filtering criteria; and

present to be displayed insurance product model elements and corresponding operational data subject to the set of filtering criteria; and

a memory coupled to the one or more processors and configured to provide the one or more processors with instructions.

3 . The system recited in claim 2 , wherein the set of filtering criteria includes tags, time, region, or campaign.

4 . The system recited in claim 2 , wherein the set of filtering criteria corresponds to one or more availability indicators.

5 . The system recited in claim 2 , wherein the set of filtering criteria is automatically generated.

6 . The system recited in claim 2 , wherein the set of filtering criteria includes a tag associated with a campaign and only options offered under the campaign are presented.

7 . The system recited in claim 2 , wherein an insurance policy is associated with a campaign tag at a time the insurance policy becomes bound.

8 . The system recited in claim 2 , wherein the set of filtering criteria includes a time period and an option to filter only display options available during the time period.

9 . The system recited in claim 2 , wherein the operational data comprises transactional data, and wherein the transactional data comprises one or more of policies, quotes, claims, billing, premiums, profit, fraud, or user behavior related data.

10 . The system recited in claim 2 , wherein the operational data is obtained from an analytics engine that is to aggregate operational data from a web portal or reporting tool.

11 . The system recited in claim 2 , wherein the operational data is obtained from a policy system that is to manage a plurality of insurance policies and aggregate operational data from a web portal or reporting tool.

12 . A method, comprising:

receiving a user specification of a set of filtering criteria;

obtaining operational data corresponding to the set of filtering criteria; and

presenting to be displayed insurance product model elements and corresponding operational data subject to the set of filtering criteria.

13 . The method of claim 12 , wherein the set of filtering criteria includes tags, time, region, or campaign.

14 . The method of claim 12 , wherein the set of filtering criteria corresponds to one or more availability indicators.

15 . The method of claim 12 , wherein the set of filtering criteria is automatically generated.

16 . The method of claim 12 , wherein the set of filtering criteria includes a tag associated with a campaign and only options offered under the campaign are presented.

17 . The method of claim 12 , wherein an insurance policy is associated with a campaign tag at a time the insurance policy becomes bound.

18 . The method of claim 12 , wherein the set of filtering criteria includes a time period and an option to filter only display options available during the time period.

19 . The method of claim 12 , wherein the operational data comprises transactional data, and wherein the transactional data comprises one or more of policies, quotes, claims, billing, premiums, profit, fraud, or user behavior related data.

20 . The method of claim 12 , wherein the operational data is obtained from an analytics engine that is to aggregate operational data from a web portal or reporting tool.

21 . The method of claim 12 , wherein the operational data is obtained from a policy system that is to manage a plurality of insurance policies and aggregate operational data from a web portal or reporting tool.

Assignments (1)
PATENT SECURITY AGREEMENT Recorded Dec 3, 2024
From: GUIDEWIRE SOFTWARE, INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 069476/0488 →